COLLECTIVE FAMILY OFFICE LLC
Family OfficePosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 1845066
YORK, PA
Position in VB
as of Mar 31, 2026
· filed Apr 2, 2026
Position Value
$1,745,696
+$17,689 QoQ
Shares Held
6,665
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,745,696 | 6,665 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $1,728,007 | 6,699 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,879,383 | 7,391 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,754,836 | 7,405 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $1,670,664 | 7,534 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $1,879,470 | 7,822 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $1,862,572 | 7,852 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,734,944 | 7,957 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $1,801,060 | 7,879 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,726,479 | 8,093 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,522,580 | 8,053 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,599,473 | 8,042 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,258,678 | 6,640 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,182,364 | 6,442 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,781,736 | 10,425 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,906,390 | 10,825 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,202,769 | 10,365 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,648,385 | 11,718 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,562,375 | 11,718 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $2,409,144 | 10,694 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,312,920 | 10,804 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,050,369 | 10,532 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||