Disciplined Investors, L.L.C.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2056242
WACO, TX
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$418,608
+$57,421 QoQ
Shares Held
1,381
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#420
of 556 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,608 | 1,381 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $361,187 | 1,379 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $355,197 | 1,377 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $349,380 | 1,374 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $324,662 | 1,370 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $303,132 | 1,367 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $325,819 | 1,356 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||