Diversified Portfolios, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1634212
Bloomfield Hills, MI
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$974,866
+$14,003 QoQ
Shares Held
3,722
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.99%
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 | $974,866 | 3,722 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $960,863 | 3,725 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,081,198 | 4,252 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $993,183 | 4,191 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,045,994 | 4,717 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,049,062 | 4,366 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,033,049 | 4,355 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $916,204 | 4,202 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $960,535 | 4,202 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $905,799 | 4,246 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $767,246 | 4,058 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $734,102 | 3,691 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $684,122 | 3,609 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||