Curran Financial Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1843867
DANIEL ISLAND, SC
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$32,155,272
+$6,961,973 QoQ
Shares Held
106,081
+10.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
20.82%
of 13F equity value
Holder Rank
#72
of 556 holders
Holding Since
Dec 2020
23 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
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,155,272 | 106,081 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $25,193,299 | 96,187 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $22,315,512 | 86,511 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $19,262,981 | 75,755 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $15,209,850 | 64,182 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $12,060,982 | 54,390 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $11,354,671 | 47,256 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $9,136,617 | 38,517 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $7,957,151 | 36,494 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $7,943,273 | 34,749 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $7,030,503 | 32,956 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $5,682,687 | 30,056 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,602,731 | 28,170 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $5,165,699 | 27,251 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,767,451 | 25,975 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,519,703 | 38,147 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,126,866 | 34,790 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $6,305,680 | 29,671 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $6,094,359 | 26,965 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,765,934 | 17,222 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,654,717 | 16,223 | Shares | Sole | 2021-08-26 | |
| 2021-03-31 | $2,313,562 | 10,807 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $1,862,503 | 9,567 | Shares | Sole | 2021-03-01 | |
| No filing history on record for this holder in this stock. | ||||||