Brookwood Investment Group LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2066812
PHOENIX, AZ
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,953,933
+$28,780 QoQ
Shares Held
11,278
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,953,933 | 11,278 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,925,153 | 11,340 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,894,723 | 11,384 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,798,733 | 11,810 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,792,276 | 12,592 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||