Roehl & Yi Investment Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2097566
Eugene, OR
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,369,496
+$289,076 QoQ
Shares Held
4,518
+9.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#276
of 556 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,369,496 | 4,518 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,080,420 | 4,125 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,051,920 | 4,078 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $847,769 | 3,334 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||