Oak Harvest Investment Services
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1839430
HOUSTON, TX
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$315,875
-$3,983 QoQ
Shares Held
1,206
-2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $315,875 | 1,206 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $319,858 | 1,240 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $317,087 | 1,247 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $293,144 | 1,237 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $311,558 | 1,405 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $337,112 | 1,403 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $342,531 | 1,444 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $308,526 | 1,415 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $346,542 | 1,516 | Shares | Sole | 2024-10-24 | |
| 2023-12-31 | $278,395 | 1,305 | Shares | Sole | 2024-01-12 | |
| 2022-09-30 | $245,426 | 1,436 | Shares | Sole | 2022-10-14 | |
| 2021-12-31 | $211,093 | 934 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||