Black Diamond Financial, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1759236
TOWSON, MD
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$9,353,425
-$35,697 QoQ
Shares Held
35,711
-1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,353,425 | 35,711 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,389,122 | 36,399 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,316,310 | 36,638 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,983,145 | 33,687 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,450,578 | 33,599 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $8,079,174 | 33,624 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,034,539 | 33,871 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $7,421,863 | 34,039 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,773,888 | 34,008 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $7,254,926 | 34,008 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,660,936 | 35,230 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,665,997 | 33,516 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $6,430,633 | 33,924 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,134,090 | 33,421 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,782,227 | 33,832 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,224,255 | 35,343 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $7,367,218 | 34,666 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $7,819,041 | 34,596 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $7,163,191 | 32,758 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $8,039,116 | 35,685 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $7,737,493 | 36,143 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $6,750,529 | 34,675 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $5,363,775 | 34,875 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $5,209,490 | 35,750 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $4,457,946 | 38,617 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||