Glass Jacobson Investment Advisors llc
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1964394
OWINGS MILLS, MD
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$3,740,479
+$357,465 QoQ
Shares Held
14,281
+8.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.94%
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 | $3,740,479 | 14,281 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,383,014 | 13,115 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,765,123 | 14,807 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,490,715 | 14,730 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,170,138 | 14,296 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $3,435,042 | 14,296 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,501,931 | 14,763 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,199,518 | 14,674 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,333,527 | 14,583 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,013,712 | 14,127 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $2,330,287 | 12,325 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,280,273 | 11,465 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $2,107,222 | 11,481 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||