Novak & Powell Financial Services, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2011548
ST. PETERSBURG, FL
Position in VB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$343,377
-$942,502 QoQ
Shares Held
1,311
-73.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $343,377 | 1,311 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,285,879 | 4,985 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $488,726 | 1,922 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $432,412 | 1,950 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $328,061 | 1,383 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $307,436 | 12,262 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $428,579 | 2,009 | Shares | Sole | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||