BAR HARBOR WEALTH MANAGEMENT
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1035463
CONCORD, NH
Position in VB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$562,080
+$88,226 QoQ
Shares Held
2,146
+16.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $562,080 | 2,146 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $473,854 | 1,837 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $479,063 | 1,884 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $451,446 | 1,905 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $413,120 | 1,863 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $453,168 | 1,886 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $445,005 | 1,876 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $387,675 | 1,778 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $426,091 | 1,864 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $383,780 | 1,799 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $282,092 | 1,492 | Shares | Defined | 2023-11-28 | |
| 2023-06-30 | $296,743 | 1,492 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $277,326 | 1,463 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $445,635 | 2,428 | Shares | Defined | 2023-06-09 | |
| 2022-09-30 | $487,606 | 2,853 | Shares | Defined | 2022-10-24 | |
| 2022-06-30 | $414,386 | 2,353 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $251,198 | 1,182 | Shares | Defined | 2022-04-14 | |
| 2021-12-31 | $267,143 | 1,182 | Shares | Defined | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||