BURKETT FINANCIAL SERVICES, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1762716
ROCK HILL, SC
Position in VB
as of Mar 31, 2026
· filed Apr 1, 2026
Position Value
$89,576
+$6,775 QoQ
Shares Held
342
+6.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,576 | 342 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $82,801 | 321 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $108,069 | 425 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $100,479 | 424 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $126,841 | 572 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $134,076 | 558 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $139,242 | 587 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $126,681 | 581 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $153,612 | 672 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $140,157 | 657 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||