Vantage Point Financial LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2048892
LISLE, IL
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$358,568
+$4,403 QoQ
Shares Held
1,369
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $358,568 | 1,369 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $354,165 | 1,373 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $347,855 | 1,368 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $265,654 | 1,121 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $248,581 | 1,121 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $318,611 | 1,326 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||