Tarbox Family Office, Inc.
Family OfficePosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 1599603
NEWPORT BEACH, CA
Position in VB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,546,899
-$313,436 QoQ
Shares Held
5,906
-18.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,546,899 | 5,906 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,860,335 | 7,212 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,911,422 | 7,517 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,781,852 | 7,519 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,914,811 | 8,635 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,776,149 | 7,392 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,928,280 | 8,129 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,872,963 | 8,590 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,085,197 | 9,122 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,006,155 | 9,404 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,775,745 | 9,392 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,879,311 | 9,449 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,791,152 | 9,449 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,734,269 | 9,449 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,615,954 | 9,455 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,665,120 | 9,455 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,009,376 | 9,455 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,232,752 | 9,879 | Shares | Sole | 2022-01-06 | |
| 2021-09-30 | $2,071,679 | 9,474 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,134,302 | 9,474 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $1,937,424 | 9,050 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,761,854 | 9,050 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,394,966 | 9,070 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,411,589 | 9,687 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,245,251 | 10,787 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||