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Sara-Bay Financial

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1816444 SARASOTA, FL

Position in VB

as of Mar 31, 2026 · filed Apr 17, 2026
Position Value
$665,800
+$25,311 QoQ
Shares Held
2,542
+2.4% QoQ
Ownership
of shares outstanding
% of Portfolio
0.21%
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
2026-03-31 $665,800 2,542
2025-12-31 $640,489 2,483
2025-09-30 $557,890 2,194
2025-06-30 $499,790 2,109
2025-03-31 $529,539 2,388
2024-12-31 $537,986 2,239
2024-09-30 $447,615 1,887
2024-06-30 $492,116 2,257
2024-03-31 $360,715 1,578
2023-12-31 $314,661 1,475
2023-09-30 $228,396 1,208
2023-06-30 $208,038 1,046
2021-12-31 $221,941 982
2021-09-30 $212,765 973
2021-06-30 $216,494 961
2021-03-31 $199,736 933
2020-06-30 $223,388 1,533