Miller Financial Services LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2022893
MARSHALL, MI
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$439,763
+$7,697 QoQ
Shares Held
1,679
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $439,763 | 1,679 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $432,066 | 1,675 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $457,704 | 1,800 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $427,748 | 1,805 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||