Choate Investment Advisors
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1399794
BOSTON, MA
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,256,721
+$442,653 QoQ
Shares Held
10,744
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#210
of 556 holders
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,256,721 | 10,744 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,814,068 | 10,744 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,174,446 | 4,553 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,188,250 | 4,673 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,077,548 | 4,547 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,008,297 | 4,547 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,230,473 | 5,121 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,214,752 | 5,121 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,152,272 | 9,871 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,256,411 | 9,871 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,013,317 | 4,750 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $898,082 | 4,750 | Shares | Sole | 2023-10-30 | |
| 2021-06-30 | $6,533 | 29 | Shares | Sole | 2021-07-30 | |
| No filing history on record for this holder in this stock. | ||||||