Everhart Financial Group, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1852858
Dublin, OH
Position in VB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$1,558,685
+$6,342 QoQ
Shares Held
5,951
-1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.27%
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 | $1,558,685 | 5,951 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,552,343 | 6,018 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,378,960 | 5,423 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,221,631 | 5,155 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,123,829 | 5,068 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,148,057 | 4,778 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,070,765 | 4,514 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $987,503 | 4,529 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,038,027 | 4,541 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $968,518 | 4,540 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $775,565 | 4,102 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $817,040 | 4,108 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $787,432 | 4,154 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $777,842 | 4,238 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $737,476 | 4,315 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $698,452 | 3,966 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $866,444 | 4,077 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $925,284 | 4,094 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $891,298 | 4,076 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $921,395 | 4,090 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $860,815 | 4,021 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $736,669 | 3,784 | Shares | Sole | 2021-03-26 | |
| No filing history on record for this holder in this stock. | ||||||