Frisco Financial Planning LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2133972
FRISCO, TX
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$14,306,856
+$295,786 QoQ
Shares Held
54,623
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
33.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,306,856 | 54,623 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $14,011,070 | 54,317 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $13,836,391 | 54,414 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $12,697,625 | 53,581 | Shares | Sole | 2026-05-12 | |
| 2025-03-31 | $11,815,727 | 53,284 | Shares | Sole | 2026-05-12 | |
| 2024-12-31 | $12,779,291 | 53,185 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||