DHJJ Financial Advisors, Ltd.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1844716
NAPERVILLE, IL
Position in VB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$215,036
+$5,581 QoQ
Shares Held
821
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 | $215,036 | 821 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $209,455 | 812 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $205,966 | 810 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $192,901 | 814 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $227,072 | 1,024 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $275,601 | 1,147 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $273,977 | 1,155 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $254,670 | 1,168 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $266,993 | 1,168 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $249,169 | 1,168 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $253,164 | 1,339 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $266,313 | 1,339 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $262,540 | 1,385 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $254,202 | 1,385 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $222,695 | 1,303 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $229,471 | 1,303 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $206,781 | 973 | Shares | Sole | 2022-05-12 | |
| 2021-03-31 | $203,376 | 950 | Shares | Sole | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||