American Investment Services, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1369913
GREAT BARRINGTON, MA
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,718,048
+$73,662 QoQ
Shares Held
22,163
-12.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.29%
of 13F equity value
Holder Rank
#153
of 556 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
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 | $6,718,048 | 22,163 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,644,386 | 25,368 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,437,658 | 24,957 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,560,424 | 25,800 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,034,695 | 25,465 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,134,399 | 23,154 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,532,927 | 23,027 | Shares | Sole | 2025-03-03 | |
| 2024-09-30 | $5,515,606 | 23,252 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,160,352 | 23,667 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,406,839 | 23,653 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,979,548 | 23,342 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,236,680 | 22,408 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,524,747 | 22,750 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,442,267 | 28,710 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,269,433 | 28,710 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,932,120 | 28,858 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,048,545 | 28,667 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,753,553 | 27,073 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,236,293 | 27,593 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,024,795 | 27,552 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $6,377,226 | 28,308 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $5,917,813 | 27,643 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $5,331,701 | 27,387 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $3,795,322 | 24,677 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,421,505 | 23,480 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $2,512,320 | 21,763 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||