WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 771118
BERMUDA RUN, NC
Position in VB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$104,768
+$1,588 QoQ
Shares Held
400
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $104,768 | 400 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $103,180 | 400 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $101,712 | 400 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $94,792 | 400 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $88,700 | 400 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $120,140 | 500 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $118,605 | 500 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $109,020 | 500 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $114,295 | 500 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $106,665 | 500 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $94,535 | 500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $99,445 | 500 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $94,780 | 500 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $91,770 | 500 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $85,455 | 500 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $88,055 | 500 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $106,260 | 500 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $140,578 | 622 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $136,012 | 622 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $112,640 | 500 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $107,040 | 500 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $97,340 | 500 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $76,900 | 500 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $72,860 | 500 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $57,720 | 500 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||