Secure Asset Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1800692
Troy, MI
Position in VB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$1,591,949
+$656,107 QoQ
Shares Held
6,078
+67.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,591,949 | 6,078 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $935,842 | 3,628 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,256,143 | 4,940 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,397,471 | 5,897 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $624,226 | 2,815 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $839,057 | 3,492 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $820,272 | 3,458 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $745,914 | 3,421 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,999,933 | 8,749 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,764,239 | 8,270 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,437,688 | 7,604 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,426,240 | 7,171 | Shares | Sole | 2023-07-13 | |
| 2021-06-30 | $792,985 | 3,520 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $697,900 | 3,260 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $763,729 | 3,923 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $591,822 | 3,848 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $516,140 | 3,542 | Shares | Sole | 2020-07-14 | |
| No filing history on record for this holder in this stock. | ||||||