RICHARDSON FINANCIAL SERVICES INC.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2012303
MEDWAY, MA
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,288,120
+$434,307 QoQ
Shares Held
4,918
-1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.61%
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 | $1,288,120 | 4,918 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $853,813 | 4,995 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,251,564 | 4,922 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,176,603 | 4,965 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $656,379 | 2,960 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,039,688 | 4,327 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,429,895 | 6,028 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $949,341 | 4,354 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $997,333 | 4,363 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $561,910 | 2,634 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||