Davis Investment Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1963865
CHARLOTTE, NC
Position in VB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$300,684
+$5,332 QoQ
Shares Held
1,148
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $300,684 | 1,148 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $295,352 | 1,145 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $290,387 | 1,142 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $269,446 | 1,137 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $302,910 | 1,366 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $272,237 | 1,133 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $268,047 | 1,130 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $245,949 | 1,128 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $257,849 | 1,128 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $240,636 | 1,128 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $213,270 | 1,128 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $224,347 | 1,128 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||