Walker Financial Services, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1965479
BOWLING GREEN, KY
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$258,253
+$4,689 QoQ
Shares Held
986
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $258,253 | 986 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $253,564 | 983 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $253,771 | 998 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $249,302 | 1,052 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $233,281 | 1,052 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $252,774 | 1,052 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $245,512 | 1,035 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $228,942 | 1,050 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $240,019 | 1,050 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||