Clayton Financial Group LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2011212
ST. LOUIS, MO
Position in VB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$741,495
-$212,403 QoQ
Shares Held
2,831
-23.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.45%
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 | $741,495 | 2,831 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $953,898 | 3,698 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $719,612 | 2,830 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $450,262 | 1,900 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,305,498 | 19,416 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $4,595,114 | 19,124 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,455,752 | 18,784 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,861,924 | 17,712 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,913,689 | 17,121 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,251,575 | 15,242 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||