Francis Financial, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1727514
NEW YORK, NY
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$604,511
+$4,004 QoQ
Shares Held
2,308
-0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
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 | $604,511 | 2,308 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $600,507 | 2,328 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $591,963 | 2,328 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $565,197 | 2,385 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $525,769 | 2,371 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $671,582 | 2,795 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $725,150 | 3,057 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $609,421 | 2,795 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $541,986 | 2,371 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $505,805 | 2,371 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $450,931 | 2,385 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $474,352 | 2,385 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $452,100 | 2,385 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $550,620 | 3,000 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $431,205 | 2,523 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $457,181 | 2,596 | Shares | Sole | 2022-09-08 | |
| No filing history on record for this holder in this stock. | ||||||