Forum Private Client Group LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1910636
FISHERS, IN
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$297,360
+$37,274 QoQ
Shares Held
981
-1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#457
of 556 holders
Holding Since
Mar 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,360 | 981 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $260,086 | 993 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $318,568 | 1,235 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $337,683 | 1,328 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $331,535 | 1,399 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $316,215 | 1,426 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $360,660 | 1,501 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $359,373 | 1,515 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $348,209 | 1,597 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $446,207 | 1,952 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $448,419 | 2,102 | Shares | Sole | 2024-01-19 | |
| 2023-06-30 | $456,253 | 2,294 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $448,688 | 2,367 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $489,134 | 2,665 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $455,304 | 2,664 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $469,157 | 2,664 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $541,926 | 2,550 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||