Richard W. Paul & Associates, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1964203
NOVI, MI
Position in VB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$230,489
+$10,200 QoQ
Shares Held
880
+3.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $230,489 | 880 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $220,289 | 854 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $215,883 | 849 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $200,959 | 848 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $189,374 | 854 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $214,089 | 891 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $211,116 | 890 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $199,070 | 913 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $197,273 | 863 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $196,690 | 922 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $193,417 | 1,023 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $201,275 | 1,012 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $189,368 | 999 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $186,841 | 1,018 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||