Sloy Dahl & Holst, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1690295
Vancouver, WA
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$456,498
+$61,785 QoQ
Shares Held
1,506
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#409
of 556 holders
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,498 | 1,506 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $394,713 | 1,507 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $354,939 | 1,376 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $241,311 | 949 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $211,860 | 894 | Shares | Sole | 2025-07-30 | |
| 2024-12-31 | $228,506 | 951 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||