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Nvest Financial, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1915315 PORTSMOUTH, NH

Position in VB

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$2,334,231
+$1,954,013 QoQ
Shares Held
8,912
+504.6% QoQ
Ownership
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,334,231 8,912
2025-12-31 $380,218 1,474
2025-09-30 $687,827 2,705