Strategic Family Wealth Counselors, L.L.C.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1729755
FAIRFIELD, NJ
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,568,631
+$646,390 QoQ
Shares Held
11,773
+5.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.45%
of 13F equity value
Holder Rank
#205
of 556 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,568,631 | 11,773 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,922,241 | 11,157 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,854,216 | 11,065 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,698,165 | 10,611 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,442,315 | 10,306 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,477,169 | 11,171 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,595,504 | 10,802 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,391,076 | 10,080 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,231,857 | 10,236 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,312,645 | 10,117 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,146,739 | 10,063 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,801,458 | 9,528 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,044,986 | 10,282 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,970,286 | 10,394 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,955,802 | 10,656 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,909,577 | 11,173 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,794,032 | 10,187 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,960,497 | 9,225 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,899,840 | 8,406 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,432,288 | 6,550 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,449,000 | 6,432 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,323,228 | 6,181 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,203,901 | 6,184 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $942,640 | 6,129 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $850,859 | 5,839 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $511,283 | 4,429 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||