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FIDELIS iM, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1894206 MEDFORD, OR

Position in VB

as of Mar 31, 2026 · filed Apr 29, 2026
Position Value
$1,361,984
+$20,644 QoQ
Shares Held
5,200
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2021
19 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
19 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,361,984 5,200
2025-12-31 $1,341,340 5,200
2025-09-30 $1,137 5,200
2025-06-30 $1,232,296 5,200
2025-03-31 $1,153,100 5,200
2024-12-31 $1,249,456 5,200
2024-09-30 $1,233,492 5,200
2024-06-30 $1,133,808 5,200
2024-03-31 $1,188,668 5,200
2023-12-31 $1,109,316 5,200
2023-09-30 $983,164 5,200
2023-06-30 $1,211,041 6,089
2023-03-31 $1,154,230 6,089
2022-12-31 $1,117,575 6,089
2022-09-30 $1,979,821 11,584
2022-06-30 $2,040,058 11,584
2022-03-31 $2,541,739 11,960
2021-12-31 $1,175,252 5,200
2021-09-30 $1,137,084 5,200