GRIMES & Co WEALTH MANAGEMENT, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1321993
WESTBOROUGH, MA
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$298,793,097
+$12,575,131 QoQ
Shares Held
1,140,780
+2.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
16.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $298,793,097 | 1,140,780 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $286,217,966 | 1,109,587 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $274,192,412 | 1,078,309 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $138,259,582 | 583,423 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $127,770,132 | 576,190 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $168,706,354 | 702,124 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $160,067,647 | 674,793 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $32,393,548 | 148,567 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $11,224,911 | 49,105 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $214,183 | 1,004 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $205,330 | 1,086 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $211,221 | 1,062 | Shares | Sole | 2023-07-19 | |
| 2022-03-31 | $251,198 | 1,182 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $284,772 | 1,260 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $234,851 | 1,074 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $211,988 | 941 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $236,772 | 1,106 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||