SC&H Financial Advisors, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1907898
HUNT VALLEY, MD
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,276,598
+$21,156 QoQ
Shares Held
4,874
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,276,598 | 4,874 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,255,442 | 4,867 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,221,306 | 4,803 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,275,663 | 5,383 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,193,680 | 5,383 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,291,745 | 5,376 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,275,240 | 5,376 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,172,837 | 5,379 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,224,328 | 5,356 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,121,689 | 5,258 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $992,428 | 5,249 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,058,094 | 5,320 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,016,610 | 5,363 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $982,673 | 5,354 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $912,830 | 5,341 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $889,531 | 5,051 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,037,522 | 4,882 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $921,442 | 4,077 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||