Peak Retirement Planning, Inc.
PensionPosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 2056697
COLUMBUS, OH
Position in VB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$9,044,883
+$7,553,417 QoQ
Shares Held
34,533
+497.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.68%
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 | $9,044,883 | 34,533 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,491,466 | 5,782 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $863,789 | 3,397 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $626,338 | 2,643 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $643,962 | 2,904 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $4,525,914 | 18,836 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||