TOBIAS FINANCIAL ADVISORS, INC.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1802080
Plantation, FL
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$320,094
+$41,935 QoQ
Shares Held
1,056
-0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#447
of 556 holders
Holding Since
Sep 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,094 | 1,056 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $278,159 | 1,062 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $268,010 | 1,039 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $264,196 | 1,039 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $270,631 | 1,142 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $230,398 | 1,039 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $249,650 | 1,039 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $246,461 | 1,039 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||