CRA Financial Services, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1765594
NORTHFIELD, NJ
Position in VB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$12,913,441
-$470,810 QoQ
Shares Held
49,303
-5.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $12,913,441 | 49,303 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $13,384,251 | 51,887 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $16,086,769 | 63,264 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $14,695,129 | 62,010 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $13,367,977 | 60,284 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $14,022,500 | 58,359 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $13,723,072 | 57,852 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $12,192,796 | 55,920 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $12,475,985 | 54,578 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $11,198,118 | 52,492 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $10,022,978 | 53,012 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $10,265,707 | 51,615 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $9,420,373 | 49,696 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $8,946,473 | 48,744 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $7,405,872 | 43,332 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $7,358,228 | 41,782 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $8,240,463 | 38,775 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $8,730,314 | 38,628 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $8,481,771 | 38,788 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $8,818,135 | 39,143 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $8,383,586 | 39,161 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $7,615,686 | 39,119 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $6,140,618 | 39,926 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $6,012,698 | 41,262 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $5,111,336 | 44,277 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||