BOSTON FAMILY OFFICE LLC
Family OfficePosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 1039807
BOSTON, MA
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$320,094
+$39,840 QoQ
Shares Held
1,056
-1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#448
of 556 holders
Holding Since
Mar 2020
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,094 | 1,056 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $280,254 | 1,070 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $276,006 | 1,070 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $279,453 | 1,099 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $260,204 | 1,098 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $200,905 | 906 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $222,739 | 927 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $240,934 | 1,105 | Shares | Sole | 2024-08-12 | |
| 2021-09-30 | $492,007 | 2,250 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $524,451 | 2,328 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $581,869 | 2,718 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $513,955 | 2,640 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $406,032 | 2,640 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $384,700 | 2,640 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $304,761 | 2,640 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||