Frisch Financial Group, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1767730
MELVILLE, NY
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$207,334
-$27,870 QoQ
Shares Held
684
-23.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#499
of 556 holders
Holding Since
Mar 2020
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,334 | 684 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $235,204 | 898 | Shares | Sole | 2026-05-05 | |
| 2024-09-30 | $200,679 | 846 | Shares | Sole | 2024-11-15 | |
| 2023-03-31 | $355,045 | 1,873 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $278,980 | 1,520 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $242,350 | 1,418 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,562,454 | 71,333 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,781,191 | 69,552 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $8,536,623 | 37,771 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $8,507,356 | 38,905 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $8,277,913 | 36,745 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,950,931 | 37,140 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $7,074,087 | 36,337 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $5,443,597 | 35,394 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $5,184,571 | 35,579 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,141,871 | 35,879 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||