Ruggaard & Associates LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1971230
HUDSON, OH
Position in VB
as of Mar 31, 2026
· filed May 26, 2026
Position Value
$6,512,378
+$8,943 QoQ
Shares Held
24,864
-1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
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 | $6,512,378 | 24,864 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $6,503,435 | 25,212 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $6,925,061 | 27,234 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,416,944 | 27,078 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,341,606 | 28,598 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,778,298 | 28,210 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,526,595 | 27,514 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,846,960 | 26,816 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,014,888 | 26,313 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,245,998 | 24,591 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,363,735 | 23,080 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,471,444 | 22,482 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,005,213 | 21,129 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||