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Align Financial, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 2089183 HERMANTOWN, MN

Position in VB

as of Mar 31, 2026 · filed May 8, 2026
Position Value
$4,698,320
+$1,917,619 QoQ
Shares Held
17,938
+66.4% QoQ
Ownership
of shares outstanding
% of Portfolio
10.84%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,698,320 17,938
2025-12-31 $2,780,701 10,780