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Kelman-Lazarov, Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1672067 MEMPHIS, TN

Position in VB

as of Mar 31, 2026 · filed Apr 27, 2026
Position Value
$685,182
+$70,488 QoQ
Shares Held
2,616
+9.8% QoQ
Ownership
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $685,182 2,616
2025-12-31 $614,694 2,383
2025-09-30 $605,949 2,383