M3 Advisory Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2014826
NEEDHAM HEIGHTS, MA
Position in VB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,303,837
+$86,829 QoQ
Shares Held
4,978
+5.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.53%
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 | $1,303,837 | 4,978 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,217,008 | 4,718 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,133,325 | 4,457 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $952,659 | 4,020 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $851,520 | 3,840 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $885,191 | 3,684 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $783,979 | 3,305 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $627,519 | 2,878 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $518,442 | 2,268 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $257,275 | 1,206 | Shares | Sole | 2024-03-19 | |
| No filing history on record for this holder in this stock. | ||||||