CFS Investment Advisory Services, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1845688
TOTOWA, NJ
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$617,345
-$1,992 QoQ
Shares Held
2,357
-1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $617,345 | 2,357 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $619,337 | 2,401 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $613,577 | 2,413 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $538,418 | 2,272 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $469,888 | 2,119 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $360,179 | 1,499 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $332,094 | 1,400 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $307,872 | 1,412 | Shares | Sole | 2024-08-13 | |
| 2022-03-31 | $19,872,532 | 93,509 | Shares | Sole | 2022-05-27 | |
| No filing history on record for this holder in this stock. | ||||||