Strategic Investment Solutions, Inc. /IL
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1960144
ORLAND PARK, IL
Position in VB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$4,375,323
+$311,879 QoQ
Shares Held
16,705
+6.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,375,323 | 16,705 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,063,444 | 15,753 | Shares | Sole | 2026-02-27 | |
| 2025-09-30 | $3,123,032 | 12,282 | Shares | Sole | 2025-12-03 | |
| 2025-06-30 | $1,276,357 | 5,386 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $928,900 | 4,189 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $690,074 | 2,872 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $826,190 | 3,483 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $629,252 | 2,886 | Shares | Sole | 2024-08-30 | |
| 2023-12-31 | $586,656 | 2,750 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $16,642,385 | 88,023 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $403,346 | 2,028 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,324,075 | 6,985 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,160,337 | 6,322 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||