MATRIX ASSET ADVISORS INC/NY
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1016287
White Plains, NY
Position in VB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$300,946
+$4,820 QoQ
Shares Held
1,149
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $300,946 | 1,149 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $296,126 | 1,148 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $291,659 | 1,147 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $271,816 | 1,147 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $259,225 | 1,169 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $280,887 | 1,169 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $277,061 | 1,168 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $235,047 | 1,078 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $246,420 | 1,078 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $229,969 | 1,078 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $203,628 | 1,077 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $214,204 | 1,077 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $203,966 | 1,076 | Shares | Sole | 2023-04-13 | |
| 2022-03-31 | $220,595 | 1,038 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $234,598 | 1,038 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $222,824 | 1,019 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $229,560 | 1,019 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $218,147 | 1,019 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||