M Holdings Securities, Inc.
Broker-DealerPosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 1569638
PORTLAND, OR
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,420,675
-$218,999 QoQ
Shares Held
13,060
-7.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
8 quarters on record
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,420,675 | 13,060 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,639,674 | 14,110 | Shares | Sole | 2026-02-11 | |
| 2023-03-31 | $692,652 | 3,654 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $696,534 | 3,795 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $634,076 | 3,710 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $609,692 | 3,462 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $991,830 | 4,667 | Shares | Sole | 2022-05-24 | |
| 2021-03-31 | $1,850,293 | 8,643 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||