AMERICAN FINANCIAL & TAX STRATEGIES INC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 911927
NEW YORK, NY
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$470,408
+$7,130 QoQ
Shares Held
1,796
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $470,408 | 1,796 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $463,278 | 1,796 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $468,638 | 1,843 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $440,782 | 1,860 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $447,935 | 2,020 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $492,333 | 2,049 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $487,703 | 2,056 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $469,658 | 2,154 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $488,954 | 2,139 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $475,299 | 2,228 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||