JIM SAULNIER & ASSOCIATES, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2044420
FORT COLLINS, CO
Position in VB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$547,412
+$142,173 QoQ
Shares Held
2,090
+33.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $547,412 | 2,090 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $405,239 | 1,571 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $396,676 | 1,560 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $368,266 | 1,554 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $344,156 | 1,552 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $370,752 | 1,543 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $357,475 | 1,507 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||