Sunburst Financial Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1800158
VESTAVIA HILLS, AL
Position in VB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,312,743
-$384,052 QoQ
Shares Held
5,012
-23.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,312,743 | 5,012 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,696,795 | 6,578 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,651,802 | 6,496 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,561,224 | 6,588 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,461,776 | 6,592 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,588,491 | 6,611 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,620,618 | 6,832 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,527,588 | 7,006 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,549,611 | 6,779 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,448,084 | 6,788 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,280,949 | 6,775 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,315,259 | 6,613 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $921,640 | 4,862 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $859,701 | 4,684 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $295,845 | 1,731 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||