Wills Financial Group LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2059579
RICHMOND, VA
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$338,888
+$46,062 QoQ
Shares Held
1,118
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#442
of 556 holders
Holding Since
Mar 2025
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,888 | 1,118 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $292,826 | 1,118 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $269,815 | 1,046 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $265,976 | 1,046 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $247,881 | 1,046 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $231,950 | 1,046 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||