United Financial Planning Group LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2088337
HAUPPAUGE, NY
Position in VB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,952,875
-$48,559 QoQ
Shares Held
7,456
-3.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,952,875 | 7,456 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,001,434 | 7,759 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,202,827 | 8,663 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||