Patriot Financial Group Insurance Agency, LLC
InsurancePosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 1694883
Westborough, MA
Position in VB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$4,789,992
+$2,430,782 QoQ
Shares Held
18,288
+100.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.50%
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 | $4,789,992 | 18,288 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,359,210 | 9,146 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,292,842 | 9,017 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,749,386 | 7,382 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,576,864 | 7,111 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,333,554 | 5,550 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,221,868 | 5,151 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $982,488 | 4,506 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,033,226 | 4,520 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $903,879 | 4,237 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,153,705 | 6,102 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,341,910 | 6,747 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $857,000 | 4,521 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $801,519 | 4,367 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $727,563 | 4,257 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $574,294 | 3,261 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $898,747 | 4,229 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $700,631 | 3,100 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $603,310 | 2,759 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $580,546 | 2,577 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $544,191 | 2,542 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $418,756 | 2,151 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $203,169 | 1,321 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $137,705 | 945 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $166,579 | 1,443 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||