Urban Financial Advisory Corp
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2005378
CHICAGO, IL
Position in VB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$539,555
+$77,825 QoQ
Shares Held
2,060
+15.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $539,555 | 2,060 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $461,730 | 1,790 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $419,307 | 1,649 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $385,566 | 1,627 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $346,373 | 1,562 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,222 | 80 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $18,976 | 80 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||