Stephenson & Company, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2001544
San Clemente, CA
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$224,989
+$3,410 QoQ
Shares Held
859
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 | $224,989 | 859 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $221,579 | 859 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $218,426 | 859 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $203,565 | 859 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $201,354 | 838 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||