Lutz Financial Services LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1737112
OMAHA, NE
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$665,538
+$10,088 QoQ
Shares Held
2,541
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.98%
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 | $665,538 | 2,541 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $655,450 | 2,541 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $646,125 | 2,541 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $601,218 | 2,537 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $562,579 | 2,537 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $863,085 | 3,592 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $852,058 | 3,592 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $788,432 | 3,616 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $826,581 | 3,616 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $771,401 | 3,616 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $683,677 | 3,616 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $954,473 | 4,799 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $909,698 | 4,799 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $999,742 | 5,447 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $930,946 | 5,447 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $963,673 | 5,472 | Shares | Sole | 2022-07-20 | |
| No filing history on record for this holder in this stock. | ||||||