KELLEHER FINANCIAL ADVISORS
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1507971
NEW YORK, NY
Position in VB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,842,879
+$43,090 QoQ
Shares Held
10,854
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,842,879 | 10,854 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,799,789 | 10,854 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,620,863 | 10,307 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,817,929 | 11,891 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,623,302 | 11,830 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,825,692 | 11,760 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,494,025 | 10,514 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,234,910 | 10,250 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,290,471 | 10,020 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,258,524 | 10,587 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $1,888,242 | 9,987 | Shares | Sole | 2024-04-25 | |
| 2023-06-30 | $1,697,923 | 8,537 | Shares | Sole | 2024-04-25 | |
| 2023-03-31 | $1,618,273 | 8,537 | Shares | Sole | 2024-04-25 | |
| 2022-12-31 | $1,035,532 | 5,642 | Shares | Sole | 2024-04-25 | |
| 2022-09-30 | $596,304 | 3,489 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||