Willis Johnson & Associates, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1853239
Houston, TX
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$825,833
-$273,807 QoQ
Shares Held
3,153
-26.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $825,833 | 3,153 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,099,640 | 4,263 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $876,757 | 3,448 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $937,729 | 3,957 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $653,719 | 2,948 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $747,270 | 3,110 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $732,978 | 3,090 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $526,566 | 2,415 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $421,291 | 1,843 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $420,260 | 1,970 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $386,648 | 2,045 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $358,996 | 1,805 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $392,957 | 2,073 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $488,032 | 2,659 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $435,649 | 2,549 | Shares | Sole | 2022-10-12 | |
| No filing history on record for this holder in this stock. | ||||||