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Advisory Resource Group

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1764968 Tulsa, OK

Position in VB

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$634,632
-$43,776 QoQ
Shares Held
2,423
-7.9% QoQ
Ownership
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $634,632 2,423
2025-12-31 $678,408 2,630
2025-09-30 $680,707 2,677
2025-06-30 $636,291 2,685
2025-03-31 $594,290 2,680
2024-12-31 $590,848 2,459
2024-09-30 $577,606 2,435
2024-06-30 $530,927 2,435
2024-03-31 $529,871 2,318
2023-12-31 $487,032 2,283
2023-09-30 $377,950 1,999
2023-06-30 $201,873 1,015