Frederick Financial Consultants, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2055328
FREDERICK, MD
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$234,008
+$23,949 QoQ
Shares Held
772
-3.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#486
of 556 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,008 | 772 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $210,059 | 802 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||