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Farnam Financial LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 2080267 PHOENIX, AZ

Position in VB

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$3,210,091
+$63,101 QoQ
Shares Held
12,256
+0.5% QoQ
Ownership
of shares outstanding
% of Portfolio
10.51%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,210,091 12,256
2025-12-31 $3,146,990 12,200
2025-09-30 $2,878,195 11,319
2025-06-30 $2,155,807 9,097
2025-03-31 $743,527 3,353
2024-12-31 $511,556 2,129
2024-09-30 $521,624 2,199