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Zhang Financial LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1776290 PORTAGE, MI

Position in VB

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$2,552,148
+$101,366 QoQ
Shares Held
9,744
+2.6% QoQ
Ownership
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,552,148 9,744
2025-12-31 $2,450,782 9,501
2025-09-30 $2,379,043 9,356
2025-06-30 $2,302,734 9,717
2025-03-31 $1,550,254 6,991
2024-12-31 $1,666,822 6,937
2024-09-30 $1,575,786 6,643
2024-06-30 $1,486,378 6,817
2024-03-31 $1,271,417 5,562
2023-12-31 $1,147,502 5,379
2023-09-30 $950,076 5,025
2023-06-30 $999,223 5,024
2023-03-31 $953,865 5,032
2022-12-31 $986,711 5,376
2022-09-30 $851,644 4,983
2022-06-30 $833,352 4,732
2022-03-31 $994,593 4,680
2021-12-31 $483,209 2,138