Forum Financial Management, LP
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1911832
LOMBARD, IL
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$426,405
+$120,993 QoQ
Shares Held
1,628
+37.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
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 | $426,405 | 1,628 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $305,412 | 1,184 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $307,424 | 1,209 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $292,670 | 1,235 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $281,622 | 1,270 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $263,106 | 1,095 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $240,530 | 1,014 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $267,971 | 1,229 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $489,411 | 2,141 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $262,182 | 1,229 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $404,798 | 2,141 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $422,640 | 2,125 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $411,155 | 2,169 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $438,843 | 2,391 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $408,645 | 2,391 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $421,079 | 2,391 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $465,843 | 2,192 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $524,117 | 2,319 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||