Ascent Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1913231
VIRGINIA BEACH, VA
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,571,517
-$79,362 QoQ
Shares Held
6,000
-6.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
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 | $1,571,517 | 6,000 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,650,879 | 6,400 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,860,817 | 7,318 | Shares | Other | 2025-10-20 | |
| 2025-06-30 | $2,807,263 | 11,846 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $6,672,677 | 30,091 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $6,378,712 | 26,547 | Shares | Other | 2025-02-21 | |
| 2024-09-30 | $3,179,088 | 13,402 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,059,755 | 14,033 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,224,033 | 14,104 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,992,379 | 14,027 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,680,445 | 14,177 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,849,099 | 14,325 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,431,794 | 18,104 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,142,388 | 17,121 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $3,092,958 | 18,097 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,157,476 | 17,929 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,867,438 | 18,198 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,395,932 | 10,601 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||