Allen Capital Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1601384
GRAND ISLAND, NE
Position in VB
as of Mar 31, 2026
· filed May 27, 2026
Position Value
$579,105
+$6,199 QoQ
Shares Held
2,211
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $579,105 | 2,211 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $572,906 | 2,221 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $542,124 | 2,132 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $487,467 | 2,057 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $485,410 | 2,189 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $540,630 | 2,250 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $542,973 | 2,289 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $520,679 | 2,388 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $498,097 | 2,179 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $529,698 | 2,483 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $231,799 | 1,226 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $240,656 | 1,210 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $229,557 | 1,211 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||