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PDS Planning, Inc

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 838618 DUBLIN, OH

Position in VB

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$13,621,149
+$188,145 QoQ
Shares Held
52,005
-0.1% QoQ
Ownership
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $13,621,149 52,005
2025-12-31 $13,433,004 52,076
2025-09-30 $12,932,935 50,861
2025-06-30 $12,190,251 51,440
2025-03-31 $10,149,941 45,772
2024-12-31 $11,021,403 45,869
2024-09-30 $11,051,139 46,588
2024-06-30 $10,891,316 49,951
2024-03-31 $11,231,083 49,132
2023-12-31 $10,626,393 49,812
2023-09-30 $7,705,358 40,754
2023-06-30 $7,992,195 40,184
2023-03-31 $7,516,243 39,651
2022-12-31 $7,265,614 39,586
2022-09-30 $5,530,989 32,362
2022-06-30 $4,996,240 28,370
2022-03-31 $5,598,201 26,342
2021-12-31 $4,995,725 22,104
2021-09-30 $4,771,379 21,820
2021-06-30 $4,617,113 20,495
2021-03-31 $4,284,168 20,012
2020-12-31 $3,870,627 19,882
2020-09-30 $3,079,383 20,022
2020-06-30 $2,864,272 19,656
2020-03-31 $1,331,369 11,533