MB, LEVIS & ASSOCIATES, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2065807
CENTER VALLEY, PA
Position in VB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$174,176
+$74,092 QoQ
Shares Held
665
+71.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $174,176 | 665 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $100,084 | 388 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $97,897 | 385 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $91,000 | 384 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $85,152 | 384 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $91,786 | 382 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $90,139 | 380 | Shares | Sole | 2025-05-07 | |
| 2024-06-30 | $82,419 | 378 | Shares | Sole | 2025-05-07 | |
| 2024-03-31 | $86,407 | 378 | Shares | Sole | 2025-05-07 | |
| 2023-12-31 | $80,425 | 377 | Shares | Sole | 2025-05-07 | |
| 2023-09-30 | $70,901 | 375 | Shares | Sole | 2025-05-07 | |
| 2023-06-30 | $74,384 | 374 | Shares | Sole | 2025-05-07 | |
| 2023-03-31 | $70,516 | 372 | Shares | Sole | 2025-05-07 | |
| 2022-12-31 | $68,276 | 372 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||