Northstar Financial Companies, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2059828
CONSHOHOCKEN, PA
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,635,439
-$95,219 QoQ
Shares Held
10,062
-4.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
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 | $2,635,439 | 10,062 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,730,658 | 10,586 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,901,080 | 11,409 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,670,290 | 11,268 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,518,414 | 11,357 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,193,801 | 13,292 | Shares | Sole | 2025-03-12 | |
| No filing history on record for this holder in this stock. | ||||||