DIVERSIFIED MANAGEMENT INC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 922372
MILWAUKEE, WI
Position in VB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$750,400
+$12,406 QoQ
Shares Held
2,865
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $750,400 | 2,865 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $737,994 | 2,861 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||