RESOURCES MANAGEMENT CORP /CT/ /ADV

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 749044 WEST HARTFORD, CT

Position in VB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$345,556

+$46,968 QoQ

Shares Held

1,140

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#298

of 375 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,556	1,140	0.0%	Shares	Sole	2026-08-14
2026-03-31	$298,588	1,140	-2.1%	Shares	Sole	2026-05-15
2025-12-31	$300,511	1,165	-5.1%	Shares	Sole	2026-02-13
2025-09-30	$312,255	1,228	-4.4%	Shares	Sole	2025-11-14
2025-06-30	$304,282	1,284	-0.5%	Shares	Sole	2025-08-15
2025-03-31	$286,279	1,291	0.0%	Shares	Sole	2025-05-16
2024-12-31	$310,201	1,291	-1.5%	Shares	Sole	2025-02-14
2024-09-30	$310,982	1,311	-0.4%	Shares	Sole	2024-11-15
2024-06-30	$286,940	1,316	-1.5%	Shares	Sole	2024-08-14
2024-03-31	$305,396	1,336	+0.4%	Shares	Sole	2024-05-15
2023-12-31	$283,942	1,331	+0.5%	Shares	Sole	2024-02-14
2023-09-30	$250,328	1,324	-1.4%	Shares	Sole	2023-11-16
2023-06-30	$267,109	1,343	+53.5%	Shares	Sole	2023-08-16
2023-03-31	$44	875	-36.6%	Shares	Sole	2023-05-11
2022-12-31	$253,468	1,381	+0.4%	Shares	Sole	2023-02-08
2022-09-30	$235,001	1,375	-8.3%	Shares	Sole	2022-11-15
2022-06-30	$264,165	1,500	-2.9%	Shares	Sole	2022-08-10
2022-03-31	$328,343	1,545	-33.4%	Shares	Sole	2022-05-20
2021-12-31	$524,343	2,320	+0.5%	Shares	Sole	2022-02-04
2021-09-30	$504,909	2,309	+0.8%	Shares	Sole	2021-11-12
2021-06-30	$516,116	2,291	-7.8%	Shares	Sole	2021-08-10
2021-03-31	$531,774	2,484	-0.8%	Shares	Sole	2021-05-13
2020-12-31	$487,673	2,505	-8.4%	Shares	Sole	2021-02-16
2020-09-30	$420,643	2,735	-0.5%	Shares	Sole	2020-11-12
2020-06-30	$400,438	2,748	+23.4%	Shares	Sole	2020-08-11
2020-03-31	$257,084	2,227	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.