Shepherd Financial Partners LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1696628
WINCHESTER, MA
Position in VB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$405,452
+$6,146 QoQ
Shares Held
1,548
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $405,452 | 1,548 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $399,306 | 1,548 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $393,625 | 1,548 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $366,845 | 1,548 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $421,990 | 1,903 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $371,953 | 1,548 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $367,201 | 1,548 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $337,525 | 1,548 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $343,799 | 1,504 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $320,848 | 1,504 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $284,361 | 1,504 | Shares | Sole | 2023-11-08 | |
| 2022-06-30 | $246,025 | 1,397 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $296,890 | 1,397 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $315,735 | 1,397 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $305,481 | 1,397 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $314,716 | 1,397 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||