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BOSTON RESEARCH & MANAGEMENT INC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1259261 MANCHESTER, MA

Position in VB

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$2,528,930
+$339,279 QoQ
Shares Held
8,343
-0.2% QoQ
Ownership
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#230
of 556 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,528,930 8,343
2026-03-31 $2,189,651 8,360
2025-12-31 $2,168,069 8,405
2025-09-30 $2,541,020 9,993
2025-06-30 $2,368,141 9,993
2025-03-31 $2,259,854 10,191
2024-12-31 $2,467,435 10,269
2024-09-30 $2,518,932 10,619
2024-06-30 $2,322,998 10,654
2024-03-31 $2,488,430 10,886
2023-12-31 $2,333,616 10,939
2023-09-30 $2,114,747 11,185
2023-06-30 $2,236,518 11,245
2023-03-31 $2,165,723 11,425
2022-12-31 $2,119,887 11,550
2022-09-30 $1,984,436 11,611
2022-06-30 $1,971,023 11,192
2022-03-31 $2,378,523 11,192
2021-12-31 $2,647,029 11,712
2021-09-30 $2,561,063 11,712
2021-06-30 $2,638,479 11,712
2021-03-31 $2,617,556 12,227
2020-12-31 $2,464,064 12,657
2020-09-30 $1,950,491 12,682
2020-06-30 $1,950,316 13,384
2020-03-31 $1,427,646 12,367