Roof Eidam Maycock Peralta, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1028874
San Francisco, CA
Position in VB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$19,761,602
+$377,692 QoQ
Shares Held
75,449
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.20%
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%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,761,602 | 75,449 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $19,383,910 | 75,146 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $19,242,384 | 75,674 | Shares | Other | 2025-10-27 | |
| 2025-06-30 | $18,510,270 | 78,109 | Shares | Other | 2025-07-29 | |
| 2025-03-31 | $17,855,310 | 80,520 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $19,886,533 | 82,764 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $19,654,271 | 82,856 | Shares | Other | 2024-10-21 | |
| 2024-06-30 | $18,222,693 | 83,575 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $19,240,648 | 84,171 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $17,501,379 | 82,039 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $15,044,299 | 79,570 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $15,363,655 | 77,247 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $14,306,282 | 75,471 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $13,749,164 | 74,911 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,831,580 | 75,078 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,735,394 | 72,315 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $15,662,511 | 73,699 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $16,807,459 | 74,366 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $16,601,645 | 75,921 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $17,344,757 | 76,992 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $16,037,160 | 74,912 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $14,841,429 | 76,235 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $12,038,387 | 78,273 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $12,147,802 | 83,364 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,732,867 | 32,336 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||