SIGNAL TREE FINANCIAL PARTNERS LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2069337
COPLEY, OH
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,869,113
+$677,798 QoQ
Shares Held
26,226
+9.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
16.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,869,113 | 26,226 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,191,315 | 24,002 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,745,456 | 22,595 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $562,827 | 2,375 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||