Center For Asset Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1844878
PALM BEACH GARDENS, FL
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$526,459
-$131,829 QoQ
Shares Held
2,010
-21.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $526,459 | 2,010 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $658,288 | 2,552 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $652,482 | 2,566 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $471,116 | 1,988 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $612,473 | 2,762 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $483,683 | 2,013 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $452,122 | 1,906 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $366,961 | 1,683 | Shares | Sole | 2024-07-29 | |
| 2022-06-30 | $223,835 | 1,271 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $707,266 | 3,328 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $774,762 | 3,428 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $912,947 | 4,175 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $948,654 | 4,211 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $967,213 | 4,518 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $990,531 | 5,088 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||