Rodgers & Associates, LTD
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1846515
Lancaster, PA
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$661,609
-$222,127 QoQ
Shares Held
2,526
-26.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $661,609 | 2,526 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $883,736 | 3,426 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $871,163 | 3,426 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $811,893 | 3,426 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $759,715 | 3,426 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $823,199 | 3,426 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $812,681 | 3,426 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $747,005 | 3,426 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $782,920 | 3,425 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $849,906 | 3,984 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $922,472 | 4,879 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $970,384 | 4,879 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $924,863 | 4,879 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $895,308 | 4,878 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $821,735 | 4,808 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $696,867 | 3,957 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,072,588 | 5,047 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,132,310 | 5,010 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $999,540 | 4,571 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,029,529 | 4,570 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $964,002 | 4,503 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $901,368 | 4,630 | Shares | Sole | 2021-02-19 | |
| No filing history on record for this holder in this stock. | ||||||