Squire Investment Management Company, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2031291
Orem, UT
Position in VB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$3,784,220
+$575,838 QoQ
Shares Held
14,448
+16.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
17.99%
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 | $3,784,220 | 14,448 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,208,382 | 12,438 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,907,183 | 11,433 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,381,175 | 10,048 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,228,144 | 10,048 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,860,488 | 7,743 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,739,460 | 7,333 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,476,130 | 6,770 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,472,805 | 6,443 | Shares | Sole | 2024-08-01 | |
| 2023-12-31 | $1,345,472 | 6,307 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||