Churchill Financial Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2095935
LOUISVILLE, KY
Position in VB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$627,560
+$18,025 QoQ
Shares Held
2,396
+1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $627,560 | 2,396 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $609,535 | 2,363 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||