Coordinated Financial Services, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2055532
DENVER, CO
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,322,193
+$92,917 QoQ
Shares Held
12,684
+1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,322,193 | 12,684 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,229,276 | 12,519 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,113,404 | 12,244 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,884,994 | 12,174 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $2,835,544 | 11,801 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||