Lynch Asset Management, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1906719
NEWTOWN, PA
Position in VB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$4,753,848
+$84,953 QoQ
Shares Held
18,150
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.60%
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 | $4,753,848 | 18,150 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,668,895 | 18,100 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,602,468 | 18,100 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,226,538 | 17,835 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,788,598 | 17,085 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,105,183 | 17,085 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,866,523 | 16,300 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,270,600 | 15,000 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,428,850 | 15,000 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,199,950 | 15,000 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,890,700 | 10,000 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,988,900 | 10,000 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,895,600 | 10,000 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||