Advance Capital Management, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1536029
SOUTHFIELD, MI
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$351,619
+$59,317 QoQ
Shares Held
1,160
+3.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#437
of 556 holders
Holding Since
Dec 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,619 | 1,160 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $292,302 | 1,116 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $302,317 | 1,172 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $389,302 | 1,531 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $367,319 | 1,550 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $348,147 | 1,570 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $484,885 | 2,018 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $393,294 | 1,658 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $365,653 | 1,677 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $441,864 | 1,933 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $289,275 | 1,356 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $263,563 | 1,394 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $288,987 | 1,453 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $288,699 | 1,523 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $292,562 | 1,594 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $294,819 | 1,725 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $303,789 | 1,725 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $387,211 | 1,822 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $428,740 | 1,897 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||