Prepared Retirement Institute LLC
PensionPosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 2056037
LANSDALE, PA
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,340,046
-$64,666 QoQ
Shares Held
28,024
-2.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
13.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,340,046 | 28,024 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,404,712 | 28,706 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,494,903 | 29,475 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,717,142 | 24,125 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,825,280 | 21,760 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,102,631 | 25,398 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,528,890 | 23,308 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $5,009,250 | 22,974 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $5,063,268 | 22,150 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $5,335,169 | 25,009 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||