L.K. Benson & Company, P.C.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2055235
BALTIMORE, MD
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,090,111
+$13,944 QoQ
Shares Held
4,162
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.68%
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 | $1,090,111 | 4,162 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,076,167 | 4,172 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,060,093 | 4,169 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $896,732 | 3,784 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $843,980 | 3,806 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $951,028 | 3,958 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||