Hamilton Point Investment Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1599746
CHAPEL HILL, NC
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,143
+$48 QoQ
Shares Held
12
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,143 | 12 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,095 | 12 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,051 | 12 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,843 | 12 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,661 | 12 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,883 | 12 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,846 | 12 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,616 | 12 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,743 | 12 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,559 | 12 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,268 | 12 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $29,236 | 147 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $27,865 | 147 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||