KFA Private Wealth Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1800556
Tysons, VA
Position in VB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$4,816,184
-$1,548 QoQ
Shares Held
18,388
-1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,816,184 | 18,388 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,817,732 | 18,677 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,662,649 | 14,404 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $3,537,874 | 14,929 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,317,601 | 14,961 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,286,790 | 13,679 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,225,344 | 13,597 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,641,268 | 16,700 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,832,539 | 16,766 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,391,307 | 15,897 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,763,447 | 14,616 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,935,815 | 14,761 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,841,693 | 14,991 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,805,959 | 15,288 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,595,097 | 15,184 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,674,934 | 15,189 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,830,978 | 13,321 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,981,297 | 13,191 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,829,152 | 12,938 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $2,884,935 | 12,806 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,683,920 | 12,537 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,314,550 | 11,889 | Shares | Sole | 2021-03-08 | |
| 2020-09-30 | $1,663,193 | 10,814 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $940,768 | 6,456 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $379,913 | 3,291 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||