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CALTON & ASSOCIATES, INC.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 822648 Tampa, FL

Position in VB

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$484,813
-$40,631 QoQ
Shares Held
1,851
-9.1% QoQ
Ownership
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
6 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
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $484,813 1,851
2025-12-31 $525,444 2,037
2025-09-30 $598,066 2,352
2025-06-30 $509,507 2,150
2025-03-31 $540,183 2,436
2024-09-30 $218,470 921