Comprehensive Financial Planning, Inc./PA
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2044855
EAST PETERSBURG, PA
Position in VB
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$58,932
-$5,039 QoQ
Shares Held
225
-9.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,932 | 225 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $63,971 | 248 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $63,061 | 248 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $58,534 | 247 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $54,550 | 246 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $398,864 | 1,660 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||