Strategic Financial Concepts, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1870686
SAN ANTONIO, TX
Position in VB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,353,602
+$1,075,016 QoQ
Shares Held
5,168
+378.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,353,602 | 5,168 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $278,586 | 1,080 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $999,574 | 3,931 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,269,738 | 5,358 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,236,127 | 10,084 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,399,195 | 9,985 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,525,971 | 6,433 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $503,114 | 1,623,701 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,366,739 | 5,979 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $495,138 | 2,321 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $958,773 | 5,071 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,044,769 | 5,253 | Shares | Sole | 2023-09-07 | |
| 2023-03-31 | $979,646 | 5,168 | Shares | Sole | 2023-09-07 | |
| No filing history on record for this holder in this stock. | ||||||