Moisand Fitzgerald Tamayo, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1649107
ORLANDO, FL
Position in VB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$2,343,922
-$40,567 QoQ
Shares Held
8,949
-3.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.06%
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 | $2,343,922 | 8,949 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,384,489 | 9,244 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,396,334 | 9,424 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,317,190 | 9,778 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,248,101 | 10,138 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,460,947 | 10,242 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,485,723 | 10,479 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,314,712 | 10,616 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,460,542 | 10,764 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,379,269 | 11,153 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,230,647 | 11,798 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,383,099 | 11,982 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,314,717 | 12,211 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,281,035 | 12,428 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,172,949 | 12,714 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,342,439 | 13,301 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,492,527 | 7,023 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,025,369 | 13,386 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,070,126 | 14,040 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,189,964 | 14,160 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,002,043 | 14,023 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $2,770,491 | 14,231 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,307,461 | 15,003 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,166,127 | 14,865 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,455,236 | 12,606 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||