PAX Financial Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1803673
San Antonio, TX
Position in VB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$3,264,570
-$338,217 QoQ
Shares Held
12,464
-10.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,264,570 | 12,464 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,602,787 | 13,967 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,692,908 | 14,523 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,498,772 | 14,764 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,342,437 | 15,073 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,945,397 | 16,420 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,117,491 | 17,358 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,878,059 | 17,786 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,245,373 | 18,572 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,145,215 | 19,431 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,931,521 | 20,794 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,655,598 | 18,380 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,736,417 | 19,711 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,824,055 | 20,835 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,570,993 | 20,894 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,478,700 | 19,753 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,744,364 | 8,208 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,954,308 | 8,647 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,953,816 | 8,935 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,119,208 | 9,407 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,126,242 | 9,932 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,260,818 | 11,613 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,844,984 | 11,996 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,915,052 | 13,142 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,912,148 | 16,564 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||