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SWP FINANCIAL LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 2014200 ENCINITAS, CA

Position in VB

as of Mar 31, 2026 · filed Apr 17, 2026
Position Value
$2,454,452
-$45,599 QoQ
Shares Held
9,371
-3.3% QoQ
Ownership
of shares outstanding
% of Portfolio
7.49%
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
2026-03-31 $2,454,452 9,371
2025-12-31 $2,500,051 9,692
2025-09-30 $2,508,980 9,867
2025-06-30 $2,363,164 9,972
2025-03-31 $2,232,135 10,066
2024-12-31 $2,490,742 10,366
2024-09-30 $2,499,244 10,536
2024-06-30 $2,292,254 10,513
2024-03-31 $2,463,971 10,779
2023-12-31 $2,232,285 10,464