LifePlan Investment Advisors, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2045484
RALEIGH, NC
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,307,046
+$392,673 QoQ
Shares Held
7,611
+4.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.72%
of 13F equity value
Holder Rank
#240
of 556 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,307,046 | 7,611 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,914,373 | 7,309 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,772,116 | 6,870 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,551,870 | 6,103 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,269,501 | 5,357 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $912,501 | 4,115 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $869,573 | 3,619 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $798,686 | 3,367 | Shares | Sole | 2025-01-21 | |
| 2024-06-30 | $595,249 | 2,730 | Shares | Sole | 2025-01-21 | |
| 2024-03-31 | $477,524 | 2,089 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||