OFC FINANCIAL PLANNING, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2052590
SHORT HILLS, NJ
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,762,197
+$18,713 QoQ
Shares Held
6,728
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.77%
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 | $1,762,197 | 6,728 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,743,484 | 6,759 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,588,741 | 6,248 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,501,505 | 6,336 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,381,280 | 6,229 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,512,082 | 6,293 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||