Chesley Taft & Associates LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1164632
CHICAGO, IL
Position in VB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$9,801,831
-$95,194 QoQ
Shares Held
37,423
-2.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,801,831 | 37,423 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $9,897,025 | 38,368 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $8,999,732 | 35,393 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $8,365,157 | 35,299 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $7,787,194 | 35,117 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $8,488,611 | 35,328 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $8,059,446 | 33,976 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $6,980,768 | 32,016 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $7,286,077 | 31,874 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $6,703,681 | 31,424 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $5,774,954 | 30,544 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,788,494 | 29,104 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $5,373,836 | 28,349 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $5,058,178 | 27,559 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $4,538,344 | 26,554 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $4,650,888 | 26,409 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $5,750,578 | 27,059 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $5,958,527 | 26,364 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $5,760,423 | 26,343 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $5,912,023 | 26,243 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $5,596,693 | 26,143 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $4,783,871 | 24,573 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $3,190,273 | 20,743 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $3,400,084 | 23,333 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,565,423 | 22,223 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||