Anchor Investment Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1634149
COLUMBIA, SC
Position in VB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,729,719
+$29,313 QoQ
Shares Held
6,604
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,729,719 | 6,604 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,700,406 | 6,592 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $1,672,399 | 6,577 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,622,602 | 6,847 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,563,337 | 7,050 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,700,221 | 7,076 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,692,730 | 7,136 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $1,565,745 | 7,181 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $1,656,820 | 7,248 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,546,429 | 7,249 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,433,528 | 7,582 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $1,748,839 | 8,793 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $1,661,682 | 8,766 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $1,585,234 | 8,637 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $1,411,203 | 8,257 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $1,467,876 | 8,335 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $1,778,367 | 8,368 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $1,968,547 | 8,710 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $2,006,953 | 9,178 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $2,213,150 | 9,824 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $1,840,445 | 8,597 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $1,714,352 | 8,806 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $1,361,130 | 8,850 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $1,286,853 | 8,831 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $1,015,063 | 8,793 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||