Strategic Investment Advisors / MI
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1760540
FARMINGTON HILLS, MI
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,888,887
+$4,108,427 QoQ
Shares Held
78,810
+4.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.30%
of 13F equity value
Holder Rank
#85
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 | $23,888,887 | 78,810 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,780,460 | 75,521 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $18,535,771 | 71,858 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,714 | 50 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $17,172,518 | 72,464 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $15,202,736 | 68,558 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $16,175,649 | 67,320 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $15,384,254 | 64,855 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $13,554,456 | 62,165 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $13,533,213 | 59,203 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $11,180,198 | 52,408 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $9,268,967 | 49,024 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $17,788,720 | 89,440 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,655,001 | 40,383 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $6,589,636 | 35,903 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $6,250,007 | 36,569 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $6,302,448 | 35,787 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,444,456 | 30,324 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $4,498,277 | 19,903 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $3,864,117 | 17,671 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $3,878,420 | 17,216 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $3,237,745 | 15,124 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,762,509 | 14,190 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,992,017 | 12,952 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $1,713,230 | 11,757 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,218,353 | 10,554 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||