Financial Planning Hawaii, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2105146
HONOLULU, HI
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$2,092,478
+$122,256 QoQ
Shares Held
7,989
+4.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,092,478 | 7,989 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,970,222 | 7,638 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||