SIMS INVESTMENT MANAGEMENT, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2053807
CINCINNATI, OH
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$271,349
+$4,887 QoQ
Shares Held
1,036
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.02%
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 | $271,349 | 1,036 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $266,462 | 1,033 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $276,148 | 1,086 | Shares | Sole | 2026-01-16 | |
| 2025-06-30 | $378,457 | 1,597 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $375,866 | 1,695 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $272,717 | 1,135 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||