Advisors Capital Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1345576
RIDGEWOOD, NJ
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,518,927
+$183,911 QoQ
Shares Held
8,310
-6.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#231
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,518,927 | 8,310 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,335,016 | 8,915 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,441,826 | 13,343 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,742,326 | 6,852 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,651,987 | 6,971 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,169,731 | 5,275 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $1,723,528 | 7,173 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $517,592 | 2,182 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $421,253 | 1,932 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $763,490 | 3,340 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,303,019 | 6,108 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $370,955 | 1,962 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $229,519 | 1,154 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $330,403 | 1,743 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $252,551 | 1,376 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $227,652 | 1,332 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $278,429 | 1,581 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $331,743 | 1,561 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $330,200 | 1,461 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $324,068 | 1,482 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $341,299 | 1,515 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $327,756 | 1,531 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $278,392 | 1,430 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $368,966 | 2,399 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $336,321 | 2,308 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $247,272 | 2,142 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||