Duncan Williams Asset Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2011771
MEMPHIS, TN
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$6,996,145
+$129,259 QoQ
Shares Held
26,711
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
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 | $6,996,145 | 26,711 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,866,886 | 26,621 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,411,415 | 25,214 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,834,210 | 24,619 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,463,476 | 24,638 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,906,757 | 20,421 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $527,555 | 2,224 | Shares | Sole | 2024-10-03 | |
| No filing history on record for this holder in this stock. | ||||||