Magnus Financial Group LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1765216
NEW YORK, NY
Position in VB
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$4,112,144
-$76,706 QoQ
Shares Held
15,700
-3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,112,144 | 15,700 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $4,188,850 | 16,239 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,330,642 | 17,031 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,188,621 | 17,675 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,169,121 | 18,801 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $4,647,255 | 19,341 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,405,226 | 18,571 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,497,361 | 16,040 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,670,698 | 16,058 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,512,051 | 16,463 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,227,613 | 17,071 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,318,479 | 16,685 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,094,567 | 16,325 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,986,012 | 16,269 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,900,861 | 11,122 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,097,998 | 11,913 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,307,329 | 10,857 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,137,282 | 5,032 | Shares | Sole | 2022-02-10 | |
| 2020-03-31 | $3,428,914 | 29,703 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||