Goldstone Financial Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2040021
OAKBROOK TERRACE, IL
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,499,773
+$6,253,788 QoQ
Shares Held
34,639
+113.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.69%
of 13F equity value
Holder Rank
#90
of 399 holders
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,499,773 | 34,639 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,245,985 | 16,211 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $291,150 | 1,145 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||