Strategic Equity Management
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1843578
TUCSON, AZ
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$2,950,528
-$136,875 QoQ
Shares Held
11,265
-5.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,950,528 | 11,265 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,087,403 | 11,969 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $285,556 | 1,123 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $310,206 | 1,309 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,772,540 | 12,503 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $343,840 | 1,431 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $342,294 | 1,443 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $215,205 | 987 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||