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Pearl Planning LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 2100519 DEXTER, MI

Position in VB

as of Mar 31, 2026 · filed Apr 30, 2026
Position Value
$901,528
+$12,633 QoQ
Shares Held
3,442
-0.1% QoQ
Ownership
of shares outstanding
% of Portfolio
6.96%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 8% Shared 0% None 92%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $901,528 3,442
2025-12-31 $888,895 3,446