MARSHALL INVESTMENT MANAGEMENT, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2022427
LITTLETON, CO
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$57,592
-$23,341 QoQ
Shares Held
190
-38.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#535
of 556 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,592 | 190 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $80,933 | 309 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||