Pathway Financial Advisers, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2024152
AUBURN, IN
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$242,799
+$87,180 QoQ
Shares Held
927
+51.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
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 | $242,799 | 927 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $155,619 | 612 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $160,507 | 668 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $156,321 | 659 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $155,239 | 712 | Shares | Sole | 2024-08-20 | |
| 2024-03-31 | $160,698 | 703 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $139,731 | 655 | Shares | Sole | 2024-07-19 | |
| 2023-09-30 | $121,943 | 645 | Shares | Sole | 2024-07-19 | |
| 2023-03-31 | $130,222 | 687 | Shares | Sole | 2024-07-19 | |
| 2022-12-31 | $192,158 | 1,047 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||