SwitchPoint Financial Planning, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2055526
LEHI, UT
Position in VB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,334,482
+$43,185 QoQ
Shares Held
5,095
+1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.19%
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 | $1,334,482 | 5,095 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,291,297 | 5,006 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,272,925 | 5,006 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,186,321 | 5,006 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,110,080 | 5,006 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,202,841 | 5,006 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||