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Claris Financial LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 2060278 GLEN ALLEN, VA

Position in VB

as of Mar 31, 2026 · filed May 18, 2026
Position Value
$1,370,627
+$125,761 QoQ
Shares Held
5,233
+8.4% QoQ
Ownership
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,370,627 5,233
2025-12-31 $1,244,866 4,826
2025-09-30 $1,254,617 4,934
2025-06-30 $934,412 3,943
2025-03-31 $992,329 4,475
2024-12-31 $1,075,250 4,475