PATRICK M SWEENEY & ASSOCIATES, INC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2010453
LIBERTYVILLE, IL
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$425,620
+$1,809 QoQ
Shares Held
1,625
-1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $425,620 | 1,625 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $423,811 | 1,643 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $418,544 | 1,646 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $385,329 | 1,626 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $322,646 | 1,455 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $332,787 | 1,385 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $320,707 | 1,352 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $274,512 | 1,259 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||