MORRIS FINANCIAL CONCEPTS, INC.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1387386
MOUNT PLEASANT, SC
Position in VB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$17,024
+$258 QoQ
Shares Held
65
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,024 | 65 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $16,766 | 65 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $16,528 | 65 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $15,403 | 65 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $12,196 | 55 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $13,215 | 55 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $24,432 | 103 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 | $0 | 0 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $15,999 | 75 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $14,180 | 75 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $14,916 | 75 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $14,217 | 75 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $13,765 | 75 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $16,065 | 94 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $16,378 | 93 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $19,764 | 93 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $19,436 | 86 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||