PLANNING DIRECTIONS INC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 821103 GLEN MILLS, PA

Position in VB

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$746,472

-$16,028 QoQ

Shares Held

2,850

-3.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$746,472	2,850	-3.6%	Shares	Sole	2026-04-15
2025-12-31	$762,500	2,956	-6.0%	Shares	Sole	2026-01-21
2025-09-30	$799,710	3,145	+0.9%	Shares	Sole	2025-11-13
2025-06-30	$738,666	3,117	-3.8%	Shares	Sole	2025-08-01
2025-03-31	$718,470	3,240	-4.1%	Shares	Sole	2025-04-30
2024-12-31	$811,425	3,377	-6.2%	Shares	Sole	2025-02-06
2024-09-30	$853,718	3,599	-7.2%	Shares	Sole	2024-11-07
2024-06-30	$845,341	3,877	-4.9%	Shares	Sole	2024-08-09
2024-03-31	$931,732	4,076	-17.1%	Shares	Sole	2024-05-09
2023-12-31	$1,048,730	4,916	+4.4%	Shares	Sole	2024-01-31
2023-09-30	$890,708	4,711	-4.2%	Shares	Sole	2023-10-27
2023-06-30	$978,538	4,920	-4.4%	Shares	Sole	2023-07-19
2023-03-31	$975,475	5,146	+4.1%	Shares	Sole	2023-05-11
2022-12-31	$907,421	4,944	-4.4%	Shares	Sole	2023-02-08
2022-09-30	$883,775	5,171	-16.1%	Shares	Sole	2022-11-08
2022-06-30	$1,085,718	6,165	-23.1%	Shares	Sole	2022-08-03
2022-03-31	$1,702,922	8,013	-5.9%	Shares	Sole	2022-05-19
2021-12-31	$1,924,475	8,515	-3.8%	Shares	Sole	2022-01-27
2021-09-30	$1,935,885	8,853	-1.2%	Shares	Sole	2021-11-09
2021-06-30	$2,018,959	8,962	-6.6%	Shares	Sole	2021-07-28
2021-03-31	$2,053,669	9,593	-5.7%	Shares	Sole	2021-04-28
2020-12-31	$1,981,453	10,178	-2.1%	Shares	Sole	2021-01-26
2020-09-30	$1,598,751	10,395	-2.4%	Shares	Sole	2020-11-02
2020-06-30	$1,552,209	10,652	+198.8%	Shares	Sole	2020-07-21
2020-03-31	$411,543	3,565	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.