STEPHEN J. GARRY & ASSOCIATES, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2056402
GARDEN CITY, NY
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$534,578
+$8,103 QoQ
Shares Held
2,041
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $534,578 | 2,041 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $526,475 | 2,041 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $518,985 | 2,041 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $486,045 | 2,051 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $432,634 | 1,951 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $449,563 | 1,871 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $482,959 | 2,036 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $465,733 | 2,136 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $496,268 | 2,171 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $472,525 | 2,215 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||