Joseph P. Lucia & Associates, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1775391
Yorktown Heights, NY
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,562,101
+$33,934 QoQ
Shares Held
9,782
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
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 | $2,562,101 | 9,782 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,528,167 | 9,801 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,568,990 | 10,103 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,342,547 | 9,885 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,527,950 | 11,400 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,864,618 | 11,922 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,604,328 | 10,979 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,074,214 | 9,513 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,383,965 | 10,429 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,214,792 | 10,382 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,815,450 | 9,602 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,006,203 | 10,087 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,123,830 | 11,204 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,137,873 | 11,648 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,891,460 | 11,067 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,882,968 | 10,692 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,507,736 | 11,800 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,370,618 | 10,489 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,884,498 | 8,618 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,690,050 | 7,502 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,411,643 | 6,594 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,121,162 | 5,759 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $709,940 | 4,616 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $776,104 | 5,326 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $620,028 | 5,371 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||