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Carter Financial, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 2115533 LA JOLLA, CA

Position in VB

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$6,472,521
+$685,137 QoQ
Shares Held
21,353
-3.4% QoQ
Ownership
of shares outstanding
% of Portfolio
19.75%
of 13F equity value
Holder Rank
#160
of 556 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,472,521 21,353
2026-03-31 $5,787,384 22,096
2025-12-31 $5,749,447 22,289