BridgePort Financial Solutions, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2031775
FAIRFIELD, IA
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$4,849,448
+$264,387 QoQ
Shares Held
18,515
+4.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,849,448 | 18,515 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,585,061 | 17,775 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,644,678 | 18,266 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,269,194 | 18,015 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,722,295 | 16,786 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,997,057 | 16,635 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||