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WARNER FINANCIAL, INC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1927175 BETHESDA, MD

Position in VB

as of Mar 31, 2026 · filed Apr 8, 2026
Position Value
$4,730,013
+$123,542 QoQ
Shares Held
18,059
+1.1% QoQ
Ownership
of shares outstanding
% of Portfolio
5.34%
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
2026-03-31 $4,730,013 18,059
2025-12-31 $4,606,471 17,858
2025-09-30 $4,497,450 17,687
2025-06-30 $3,983,159 16,808
2025-03-31 $3,673,288 16,565
2024-12-31 $4,311,103 17,942
2024-09-30 $4,168,254 17,572
2024-06-30 $3,628,185 16,640
2024-03-31 $3,425,878 14,987
2023-12-31 $3,019,686 14,155
2023-09-30 $2,514,252 13,298
2023-06-30 $2,584,973 12,997
2023-03-31 $2,405,137 12,688
2022-12-31 $2,303,059 12,548
2022-09-30 $1,959,483 11,465
2022-06-30 $1,882,439 10,689
2022-03-31 $2,290,965 10,780
2021-12-31 $1,953,856 8,645