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Lee Financial Co

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1391166 Dallas, TX

Position in VB

as of Mar 31, 2026 · filed Apr 13, 2026
Position Value
$1,647,476
+$24,971 QoQ
Shares Held
6,290
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
22 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
22 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,647,476 6,290
2025-12-31 $1,622,505 6,290
2025-09-30 $1,599,929 6,292
2025-06-30 $1,490,604 6,290
2025-03-31 $1,425,630 6,429
2024-12-31 $1,764,616 7,344
2024-09-30 $1,758,674 7,414
2024-06-30 $1,616,112 7,412
2024-03-31 $1,699,109 7,433
2023-12-31 $1,615,974 7,575
2023-09-30 $1,441,280 7,623
2023-06-30 $1,591,915 8,004
2023-03-31 $2,364,381 12,473
2022-12-31 $2,364,729 12,884
2022-09-30 $2,100,825 12,292
2022-06-30 $2,155,938 12,242
2022-03-31 $4,250 20
2021-12-31 $4,520 20
2021-09-30 $4,373 20
2021-06-30 $4,505 20
2021-03-31 $4,281 20
2020-03-31 $6,810 59