Buttonwood Financial Advisors Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1904033
BALTIMORE, MD
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$265,586
-$20,480 QoQ
Shares Held
1,014
-8.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $265,586 | 1,014 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $286,066 | 1,109 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $285,556 | 1,123 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $250,961 | 1,059 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $234,833 | 1,059 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $266,230 | 1,108 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $262,591 | 1,107 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $340,796 | 1,563 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $547,930 | 2,397 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $527,351 | 2,472 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $538,282 | 2,847 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $426,619 | 2,145 | Shares | Sole | 2023-07-10 | |
| No filing history on record for this holder in this stock. | ||||||