NavPoint Financial, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2009813
Prior Lake, MN
Position in VB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$7,631,563
+$103,551 QoQ
Shares Held
29,137
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.54%
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 | $7,631,563 | 29,137 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,528,012 | 29,184 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $7,340,555 | 28,868 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $6,977,876 | 29,445 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,307,457 | 28,444 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,766,765 | 28,162 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,859,638 | 28,918 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $6,288,709 | 28,842 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $6,576,305 | 28,769 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,471,152 | 30,334 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||