KPP Advisory Services LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1989349
Louisville, KY
Position in VB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$439,763
-$299 QoQ
Shares Held
1,679
-1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $439,763 | 1,679 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $440,062 | 1,706 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $421,850 | 1,659 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $387,225 | 1,634 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $363,670 | 1,640 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||