Disciplined Investments, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1812492 TULSA, OK

Position in VB

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,034,584

+$3,300 QoQ

Shares Held

3,950

-1.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.77%

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%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,034,584	3,950	-1.2%	Shares	Sole	2026-05-12
2025-12-31	$1,031,284	3,998	-0.2%	Shares	Sole	2026-02-05
2025-09-30	$1,019,154	4,008	-2.2%	Shares	Sole	2025-11-03
2025-06-30	$971,618	4,100	-0.8%	Shares	Sole	2025-07-29
2025-03-31	$916,271	4,132	-0.3%	Shares	Sole	2025-04-11
2024-12-31	$995,720	4,144	+0.1%	Shares	Sole	2025-02-06
2024-09-30	$982,049	4,140	-1.2%	Shares	Sole	2024-11-04
2024-06-30	$913,805	4,191	+0.1%	Shares	Sole	2024-08-12
2024-03-31	$956,649	4,185	-0.4%	Shares	Sole	2024-04-15
2023-12-31	$896,625	4,203	-23.5%	Shares	Sole	2024-01-12
2023-09-30	$1,038,372	5,492	+0.8%	Shares	Sole	2023-11-14
2023-06-30	$1,083,552	5,448	-2.9%	Shares	Sole	2023-07-10
2023-03-31	$1,063,621	5,611	-2.5%	Shares	Sole	2023-05-10
2022-12-31	$1,055,722	5,752	+0.8%	Shares	Sole	2023-02-02
2022-09-30	$975,212	5,706	-0.8%	Shares	Sole	2022-11-03
2022-06-30	$1,013,160	5,753	-6.5%	Shares	Sole	2022-08-09
2022-03-31	$1,307,635	6,153	+87.2%	Shares	Sole	2022-04-22
2021-12-31	$742,894	3,287	-0.1%	Shares	Sole	2022-01-20
2021-09-30	$719,642	3,291	+1.0%	Shares	Sole	2021-11-09
2021-06-30	$734,187	3,259	-2.6%	Shares	Sole	2021-08-02
2021-03-31	$716,311	3,346	-17.4%	Shares	Sole	2021-05-12
2020-12-31	$788,843	4,052	+69.4%	Shares	Sole	2021-02-12
2020-09-30	$367,889	2,392	-8.0%	Shares	Sole	2020-11-05
2020-06-30	$379,017	2,601	+5.7%	Shares	Sole	2020-08-13
2020-03-31	$283,982	2,460	—	Shares	Sole	2020-05-19
No filing history on record for this holder in this stock.