Values Added Financial LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1973921
WASHINGTON, DC
Position in VB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$358,568
-$32,484 QoQ
Shares Held
1,369
-9.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $358,568 | 1,369 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $391,052 | 1,516 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $372,774 | 1,466 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $341,488 | 1,441 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $454,587 | 2,050 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $255,898 | 1,065 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $252,628 | 1,065 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $293,263 | 1,345 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $214,609 | 1,006 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||