Warwick Investment Management, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1931041
BRYAN, TX
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,116,376
+$304,619 QoQ
Shares Held
30,988
+2.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.79%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,116,376 | 30,988 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,811,757 | 30,284 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $7,615,177 | 29,948 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $7,151,582 | 30,178 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,398,245 | 33,363 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,044,093 | 33,478 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,080,084 | 34,063 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $7,419,029 | 34,026 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,939,159 | 34,731 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,652,420 | 49,934 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $13,942,589 | 73,743 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $14,377,559 | 72,289 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $13,294,411 | 70,133 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $13,482,297 | 73,457 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $13,831,917 | 80,931 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,994,052 | 79,462 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $13,496,082 | 63,505 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $9,490,159 | 41,990 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||