Partners in Financial Planning
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2054264
SALEM, VA
Position in VB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,758,792
+$30,012 QoQ
Shares Held
6,715
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,758,792 | 6,715 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,728,780 | 6,702 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,732,155 | 6,812 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,644,878 | 6,941 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,547,149 | 6,977 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,673,790 | 6,966 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,648,609 | 6,950 | Shares | Sole | 2025-02-26 | |
| 2024-06-30 | $1,512,761 | 6,938 | Shares | Sole | 2025-02-26 | |
| 2024-03-31 | $1,591,214 | 6,961 | Shares | Sole | 2025-02-26 | |
| 2023-12-31 | $1,444,457 | 6,771 | Shares | Sole | 2025-02-26 | |
| 2023-09-30 | $1,277,735 | 6,758 | Shares | Sole | 2025-03-04 | |
| 2023-06-30 | $1,342,109 | 6,748 | Shares | Sole | 2025-02-26 | |
| 2023-03-31 | $1,277,255 | 6,738 | Shares | Sole | 2025-02-26 | |
| 2022-12-31 | $1,238,344 | 6,747 | Shares | Sole | 2025-05-05 | |
| 2022-09-30 | $1,150,566 | 6,732 | Shares | Sole | 2025-05-05 | |
| 2022-06-30 | $850,259 | 4,828 | Shares | Sole | 2025-05-05 | |
| 2022-03-31 | $1,024,983 | 4,823 | Shares | Sole | 2025-05-05 | |
| 2021-12-31 | $1,088,916 | 4,818 | Shares | Sole | 2025-05-05 | |
| 2021-09-30 | $1,052,021 | 4,811 | Shares | Sole | 2025-05-05 | |
| 2021-06-30 | $1,082,695 | 4,806 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||