Carr Financial Group Corp
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1931232
WORCESTER, MA
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,144,381
+$686,417 QoQ
Shares Held
23,459
+10.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,144,381 | 23,459 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,457,964 | 21,159 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $4,749,187 | 18,677 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,730,539 | 15,742 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,721,316 | 12,272 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,519,861 | 14,649 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,552,854 | 10,762 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,867,512 | 8,565 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,096,856 | 9,173 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,697,040 | 7,955 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,426,722 | 7,546 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,505,597 | 7,570 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,453,356 | 7,667 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,620,658 | 8,830 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||