Ritter Daniher Financial Advisory LLC / DE
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1936603
CINCINNATI, OH
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$762,972
+$18,787 QoQ
Shares Held
2,913
+1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $762,972 | 2,913 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $744,185 | 2,885 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $211,306 | 831 | Shares | Sole | 2025-11-03 | |
| 2023-09-30 | $17,772 | 94 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,580 | 18 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||