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GoalVest Advisory LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1839307 NEW YORK, NY

Position in VB

as of Mar 31, 2026 · filed Apr 13, 2026
Position Value
$523
+$8 QoQ
Shares Held
2
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $523 2
2025-12-31 $515 2
2025-09-30 $508 2
2025-06-30 $473 2
2025-03-31 $6,794,420 30,640
2024-12-31 $8,169,039 33,998
2024-09-30 $8,097,400 34,136
2024-06-30 $7,108,540 32,602
2024-03-31 $13,294,337 58,158
2023-12-31 $11,331,876 53,119
2023-09-30 $9,676,224 51,178
2023-06-30 $8,683,537 43,660
2023-03-31 $6,057,389 31,955
2022-12-31 $3,739,811 20,376
2022-09-30 $3,336,334 19,521
2022-06-30 $3,113,448 17,679
2022-03-31 $3,533,782 16,628
2021-06-30 $4,273,336 18,969
2021-03-31 $3,513,695 16,413
2020-12-31 $2,474,577 12,711