Hughes Financial Services, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2054465
HERNDON, VA
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$869,312
+$13,176 QoQ
Shares Held
3,319
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.82%
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 | $869,312 | 3,319 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $856,136 | 3,319 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $850,312 | 3,344 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $802,888 | 3,388 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,703,705 | 7,683 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,896,289 | 7,892 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||