Yoffe Investment Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2056336
LEMOYNE, PA
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$3,755,408
+$56,921 QoQ
Shares Held
14,338
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.56%
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 | $3,755,408 | 14,338 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,698,487 | 14,338 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,645,612 | 14,337 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,426,493 | 14,459 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,206,283 | 14,459 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,473,968 | 14,458 | Shares | Sole | 2025-02-26 | |
| No filing history on record for this holder in this stock. | ||||||