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My Personal CFO, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1916366 VANCOUVER, WA

Position in VB

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$547,150
-$204,000 QoQ
Shares Held
2,089
-28.3% QoQ
Ownership
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority Sole 100% Shared 0% None 0%

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
2026-03-31 $547,150 2,089
2025-12-31 $751,150 2,912
2025-09-30 $316,578 1,245
2025-06-30 $686,531 2,897
2025-03-31 $650,836 2,935
2024-12-31 $646,112 2,689
2024-09-30 $635,011 2,677
2024-06-30 $582,384 2,671
2024-03-31 $597,305 2,613
2023-12-31 $556,577 2,609
2023-09-30 $289,088 1,529
2023-06-30 $303,506 1,526
2023-03-31 $288,889 1,524
2022-12-31 $275,126 1,499
2022-09-30 $255,681 1,496
2022-06-30 $262,932 1,493
2022-03-31 $316,867 1,491
2021-12-31 $336,528 1,489