Financial Gravity Asset Management, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1741736
Lakeway, TX
Position in VB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$26,977
+$409 QoQ
Shares Held
103
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,977 | 103 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $26,568 | 103 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $26,190 | 103 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $29,714 | 134 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $73,697 | 338 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $144,468 | 632 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $134,824 | 632 | Shares | Sole | 2024-06-26 | |
| No filing history on record for this holder in this stock. | ||||||