Valley Financial Group, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2010327
AMBLER, PA
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$273,706
+$8,276 QoQ
Shares Held
1,045
+1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.46%
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 | $273,706 | 1,045 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $265,430 | 1,029 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $378,114 | 1,487 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $350,256 | 1,478 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $312,224 | 1,408 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $306,116 | 1,274 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $300,782 | 1,268 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $274,512 | 1,259 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $285,508 | 1,249 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $308,688 | 1,447 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||