OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 714364
WILLIAMSVILLE, NY
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$69,670
+$1,056 QoQ
Shares Held
266
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,670 | 266 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $68,614 | 266 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $67,638 | 266 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $64,932 | 274 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $60,759 | 274 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3 | 15 | Shares | Sole | 2025-01-24 | |
| 2021-12-31 | $13,560 | 60 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $13,120 | 60 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $13,516 | 60 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $12,844 | 60 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||