Roxbury Financial LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2054149
MOUNT ARLINGTON, NJ
Position in VB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$32,740
+$497 QoQ
Shares Held
125
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
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 | $32,740 | 125 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $32,243 | 125 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $31,785 | 125 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $29,622 | 125 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $27,497 | 124 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $29,794 | 124 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||