CATALYST FINANCIAL PARTNERS LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1927537
BOSTON, MA
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,156,376
+$213,053 QoQ
Shares Held
4,415
+20.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,156,376 | 4,415 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $943,323 | 3,657 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $929,901 | 3,657 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $874,219 | 3,689 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $549,718 | 2,479 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $688,161 | 2,864 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $702,853 | 2,963 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $680,720 | 3,122 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $707,714 | 3,096 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $663,669 | 3,111 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $514,081 | 2,719 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $497,026 | 2,499 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $400,540 | 2,113 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $884,479 | 4,819 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||