LEGACY FINANCIAL GROUP, INC.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1965579
TULSA, OK
Position in VB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$200,630
-$10,373 QoQ
Shares Held
766
-6.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,630 | 766 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $211,003 | 818 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $207,492 | 816 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||