ATX Financial Planning, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2111013
AUSTIN, TX
Position in VB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$332,638
-$1,392,531 QoQ
Shares Held
1,270
-81.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $332,638 | 1,270 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,725,169 | 6,688 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||