Valpey Financial Services, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2077991
CONCORD, NH
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,118,512
+$133,955 QoQ
Shares Held
3,690
-1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.95%
of 13F equity value
Holder Rank
#182
of 353 holders
Holding Since
Jun 2025
5 quarters on record
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,118,512 | 3,690 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $984,557 | 3,759 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $954,415 | 3,700 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $919,222 | 3,615 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $874,456 | 3,690 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||