Allegheny Financial Group
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1844148
Pittsburgh, PA
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$3,055,296
+$201,854 QoQ
Shares Held
11,665
+5.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 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
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,055,296 | 11,665 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,853,442 | 11,062 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,875,823 | 7,377 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,641,323 | 6,926 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,319,856 | 5,952 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,517,368 | 6,315 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,275,478 | 5,377 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,149,506 | 5,272 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,147,293 | 5,019 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,241,153 | 5,818 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $927,577 | 4,906 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $691,540 | 3,477 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $989,692 | 5,221 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $872,916 | 4,756 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $760,549 | 4,450 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $754,103 | 4,282 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $673,263 | 3,168 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $731,594 | 3,237 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $705,210 | 3,225 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $718,192 | 3,188 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $753,411 | 3,870 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||