BLALOCK WILLIAMS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2092331
ALEXANDER CITY, AL
Position in VB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$225,775
-$24,952 QoQ
Shares Held
862
-11.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,775 | 862 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $250,727 | 972 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $247,160 | 972 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $230,344 | 972 | Shares | Defined | 2025-11-06 | |
| 2025-03-31 | $371,431 | 1,675 | Shares | Defined | 2025-11-06 | |
| 2024-12-31 | $324,618 | 1,351 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||