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Obermeyer Wealth Partners

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1349654 ASPEN, CO

Position in VB

as of Mar 31, 2026 · filed Apr 21, 2026
Position Value
$594,034
+$45,633 QoQ
Shares Held
2,268
+6.7% QoQ
Ownership
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2022
15 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
15 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $594,034 2,268
2025-12-31 $548,401 2,126
2025-09-30 $586,623 2,307
2025-06-30 $532,968 2,249
2025-03-31 $421,103 1,899
2024-12-31 $456,291 1,899
2024-09-30 $630,029 2,656
2024-06-30 $480,996 2,206
2024-03-31 $625,650 2,737
2023-12-31 $483,405 2,266
2023-09-30 $528,828 2,797
2023-06-30 $592,095 2,977
2023-03-31 $564,320 2,977
2022-12-31 $330,004 1,798
2022-09-30 $249,870 1,462