Optimist Retirement Group LLC
PensionPosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 2011850
BELLEVUE, WA
Position in VB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,132,311
-$207,955 QoQ
Shares Held
15,777
-6.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $4,132,311 | 15,777 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,340,266 | 16,826 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,269,361 | 16,790 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,910,880 | 16,503 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,852,019 | 17,371 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,303,655 | 17,911 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,242,738 | 17,886 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $3,909,021 | 17,928 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,092,675 | 17,904 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,698,502 | 17,337 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||