Marshall Financial Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1841496
Hunt Valley, MD
Position in VB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,264,811
+$16,076 QoQ
Shares Held
4,829
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,264,811 | 4,829 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,248,735 | 4,841 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,261,228 | 4,960 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,194,616 | 5,041 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,247,343 | 5,625 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,932,331 | 8,042 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,983,075 | 8,360 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,914,391 | 8,780 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,223,266 | 9,726 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,256,818 | 10,579 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,233,672 | 11,814 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,464,644 | 12,392 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,610,620 | 13,772 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,570,661 | 14,006 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,498,191 | 14,617 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,423,978 | 13,764 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $787,811 | 3,707 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $469,196 | 2,076 | Shares | Sole | 2022-01-27 | |
| No filing history on record for this holder in this stock. | ||||||