PlanVest Financial, Inc
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2135239
GAITHERSBURG, MD
Position in VB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$64,432
New position
Shares Held
246
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in VB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,432 | 246 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||