SEARCY FINANCIAL SERVICES INC /ADV
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 354923
OVERLAND PARK, KS
Position in VB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$29,159,291
+$975,417 QoQ
Shares Held
111,329
+1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
35.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,159,291 | 111,329 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $28,183,874 | 109,261 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $27,394,092 | 107,732 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $25,401,649 | 107,189 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||