ZACKS INVESTMENT MANAGEMENT
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1086483
Chicago, IL
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,036,367
+$66,740 QoQ
Shares Held
3,419
-7.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#317
of 556 holders
Holding Since
Sep 2021
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,036,367 | 3,419 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $969,627 | 3,702 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $895,602 | 3,472 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,010,000 | 3,972 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $206,400 | 859 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $279,445 | 1,478 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $322,400 | 1,621 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $209,463 | 1,105 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $231,443 | 1,261 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $270,721 | 1,584 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $278,782 | 1,583 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $302,841 | 1,425 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $269,620 | 1,233 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||