Spectrum Financial Alliance Ltd LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1566531
NICHOLASVILLE, KY
Position in VB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$11,917,621
+$260,861 QoQ
Shares Held
45,501
+0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,917,621 | 45,501 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $11,656,760 | 45,190 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $11,591,353 | 45,585 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,813,160 | 45,629 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,282,991 | 46,372 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $11,025,007 | 45,884 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,614,435 | 44,747 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $9,688,389 | 44,434 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $10,104,135 | 44,202 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,394,413 | 44,037 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $9,932,225 | 52,532 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $11,155,938 | 56,091 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||