Marathon Strategic Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2021711
PITTSBURGH, PA
Position in VB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$794,403
+$11,525 QoQ
Shares Held
3,033
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $794,403 | 3,033 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $782,878 | 3,035 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $774,028 | 3,044 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $709,044 | 2,992 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $663,476 | 2,992 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $729,249 | 3,035 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $730,844 | 3,081 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $690,532 | 3,167 | Shares | Sole | 2024-07-08 | |
| 2023-12-31 | $681,802 | 3,196 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||