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Apriem Advisors

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1425165 IRVINE, CA

Position in VB

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$13,733,154
+$2,995,482 QoQ
Shares Held
45,306
+10.5% QoQ
Ownership
of shares outstanding
% of Portfolio
2.47%
of 13F equity value
Holder Rank
#111
of 556 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 97% Shared 0% None 3%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,733,154 45,306
2026-03-31 $10,737,672 40,996
2025-12-31 $3,642,511 14,121
2025-09-30 $3,243,849 12,757
2025-06-30 $2,739,488 11,560
2025-03-31 $1,400,351 6,315
2024-12-31 $366,427 1,525
2024-09-30 $261,642 1,103