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Cooper Financial Group

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1751581 IRVINE, CA

Position in VB

as of Mar 31, 2026 · filed Apr 7, 2026
Position Value
$1,412,796
+$239,124 QoQ
Shares Held
5,394
+18.5% QoQ
Ownership
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2020
14 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
14 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,412,796 5,394
2025-12-31 $1,173,672 4,550
2025-09-30 $1,294,539 5,091
2025-06-30 $1,113,569 4,699
2025-03-31 $1,064,178 4,799
2024-12-31 $1,036,327 4,313
2024-09-30 $922,509 3,889
2024-06-30 $710,592 3,259
2024-03-31 $687,827 3,009
2023-12-31 $617,803 2,896
2023-09-30 $224,237 1,186
2023-06-30 $257,960 1,297
2023-03-31 $245,480 1,295
2020-12-31 $395,200 2,030