Elm3 Financial Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2011201
ALPHARETTA, GA
Position in VB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,193,307
+$350,327 QoQ
Shares Held
4,556
+39.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,193,307 | 4,556 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $842,980 | 3,268 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $562,975 | 2,214 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $542,921 | 2,291 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $530,869 | 2,394 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $344,080 | 1,432 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||