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Penney Financial, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 2049857 HOUSTON, TX

Position in VB

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$6,395,038
+$36,571 QoQ
Shares Held
24,416
-0.9% QoQ
Ownership
of shares outstanding
% of Portfolio
16.10%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $6,395,038 24,416
2025-12-31 $6,358,467 24,650
2025-09-30 $5,873,868 23,100
2025-06-30 $5,512,154 23,260
2025-03-31 $6,264,881 28,252
2024-12-31 $6,460,408 26,887
2024-09-30 $6,301,246 26,564
2024-06-30 $5,857,426 26,864
2024-03-31 $6,293,082 27,530
2023-12-31 $5,597,565 26,239