D L CARLSON INVESTMENT GROUP INC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1021117
CONCORD, NH
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$234,614
+$31,888 QoQ
Shares Held
774
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#485
of 556 holders
Holding Since
Mar 2020
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,614 | 774 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $202,726 | 774 | Shares | Sole | 2026-05-13 | |
| 2024-12-31 | $200,633 | 835 | Shares | Sole | 2025-02-12 | |
| 2023-09-30 | $295,327 | 1,562 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $310,666 | 1,562 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $296,092 | 1,562 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $286,689 | 1,562 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $266,961 | 1,562 | Shares | Sole | 2022-11-18 | |
| 2022-06-30 | $292,694 | 1,662 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $353,208 | 1,662 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $416,988 | 1,845 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $450,897 | 2,062 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $464,527 | 2,062 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $441,432 | 2,062 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $401,430 | 2,062 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $317,135 | 2,062 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $300,474 | 2,062 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $275,555 | 2,387 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||