HARMONY ASSET MANAGEMENT LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2002815
Scottsdale, AZ
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,234,167
+$71,587 QoQ
Shares Held
4,712
+4.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
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 | $1,234,167 | 4,712 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,162,580 | 4,507 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $825,138 | 3,245 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $620,413 | 2,618 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $534,861 | 2,412 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $479,118 | 1,994 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $459,475 | 1,937 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $354,315 | 1,625 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $381,516 | 1,669 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||