Prospect Financial Services LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2012519
MELVILLE, NY
Position in VB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$386,855
+$21,856 QoQ
Shares Held
1,477
+4.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $386,855 | 1,477 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $364,999 | 1,415 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $375,063 | 1,475 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $261,862 | 1,105 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $217,315 | 980 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||