PHILLIPS FINANCIAL MANAGEMENT, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1350660
FORT WAYNE, IN
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$3,094,846
-$11,645 QoQ
Shares Held
11,816
-1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.98%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,094,846 | 11,816 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,106,491 | 12,043 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,175,702 | 12,489 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,963,197 | 12,504 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,795,602 | 12,607 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,003,019 | 12,498 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,075,190 | 12,964 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,796,144 | 12,824 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,910,865 | 12,734 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,729,130 | 12,793 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,446,376 | 12,939 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,793,608 | 14,046 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,676,208 | 14,118 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,615,628 | 14,251 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,489,133 | 14,564 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,572,262 | 14,606 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,299,798 | 15,527 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,514,455 | 15,550 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,447,332 | 15,765 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,597,946 | 15,971 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,477,301 | 16,243 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,319,683 | 17,052 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,772,860 | 18,029 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,662,158 | 18,269 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,544,125 | 13,376 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||