Millstone Evans Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2041943
BOULDER, CO
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$321,913
-$103,445 QoQ
Shares Held
1,062
-34.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#445
of 556 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,913 | 1,062 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $425,358 | 1,624 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $388,472 | 1,506 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $29,750 | 117 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $122,518 | 517 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $114,644 | 517 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $124,224 | 517 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||