YHB Investment Advisors, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1469219
West Hartford, CT
Position in VB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$215,298
-$26,401 QoQ
Shares Held
822
-12.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $215,298 | 822 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $241,699 | 937 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $238,260 | 937 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $233,899 | 987 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $218,645 | 986 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $278,003 | 1,157 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $433,145 | 1,826 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $630,571 | 2,892 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $688,513 | 3,012 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $722,548 | 3,387 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $640,380 | 3,387 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $770,102 | 3,872 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $734,165 | 3,873 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $339,181 | 1,848 | Shares | Sole | 2023-01-12 | |
| No filing history on record for this holder in this stock. | ||||||