Altiora Financial Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1986156
LEBANON, OH
Position in VB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$419,857
+$6,364 QoQ
Shares Held
1,603
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $419,857 | 1,603 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $413,493 | 1,603 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $407,610 | 1,603 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $386,514 | 1,631 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $361,674 | 1,631 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $391,896 | 1,631 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $386,889 | 1,631 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $355,623 | 1,631 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $372,830 | 1,631 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $347,941 | 1,631 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||