Sargent Investment Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1766157
BETHESDA, MD
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,409,811
+$191,622 QoQ
Shares Held
4,651
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#275
of 556 holders
Holding Since
Dec 2022
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,409,811 | 4,651 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,218,189 | 4,651 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,199,725 | 4,651 | Shares | Sole | 2026-02-13 | |
| 2022-12-31 | $224,836 | 1,225 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||