James J. Burns & Company, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1949059
MELVILLE, NY
Position in VB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$12,142,611
+$546,985 QoQ
Shares Held
46,360
+3.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,142,611 | 46,360 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $11,595,626 | 44,953 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,872,249 | 42,757 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $9,714,284 | 40,992 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $8,455,771 | 38,132 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $8,612,596 | 35,844 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $7,971,442 | 33,605 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,742,014 | 30,921 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $4,392,585 | 19,216 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,523,327 | 25,891 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,779,311 | 25,278 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,737,957 | 23,822 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,263,204 | 22,490 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,792,928 | 15,217 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,100,483 | 12,290 | Shares | Sole | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||