HOEY INVESTMENTS, INC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1799544
COATESVILLE, PA
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$3,404
+$51 QoQ
Shares Held
13
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,404 | 13 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,353 | 13 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,305 | 13 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,028 | 17 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,552 | 7 | Shares | Sole | 2025-04-16 | |
| 2023-03-31 | $3,791 | 20 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||