CATHY PARETO & ASSOCIATES, INC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2045974
CORAL GABLES, FL
Position in VB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$6,237,362
+$502,876 QoQ
Shares Held
23,814
+7.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
14.13%
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 | $6,237,362 | 23,814 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $5,734,486 | 22,231 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,698,160 | 22,409 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,746,054 | 24,247 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,524,014 | 24,911 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $6,003,155 | 24,984 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||