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Carson Advisory Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1909304 ATHENS, GA

Position in VB

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$304,029
+$61,492 QoQ
Shares Held
1,003
+8.3% QoQ
Ownership
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#453
of 556 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $304,029 1,003
2026-03-31 $242,537 926
2025-12-31 $238,861 926
2025-09-30 $235,463 926
2025-06-30 $219,443 926