FIDUCIARY FINANCIAL GROUP, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1925420
SAN RAFAEL, CA
Position in VB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$775,545
+$36,261 QoQ
Shares Held
2,961
+3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $775,545 | 2,961 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $739,284 | 2,866 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $818,018 | 3,217 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $564,960 | 2,384 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $497,828 | 2,245 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $546,637 | 2,275 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $291,531 | 1,229 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $421,471 | 1,933 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||