Cassady Wealth & Retirement Planning, LLC
PensionPosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 2121075
HENDERSON, NV
Position in VB
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$208,488
+$5,998 QoQ
Shares Held
796
+1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.73%
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 | $208,488 | 796 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $202,490 | 785 | Shares | Sole | 2026-04-02 | |
| No filing history on record for this holder in this stock. | ||||||