Freestone Capital Holdings, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1470876
Seattle, WA
Position in VB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,523,107
+$585,171 QoQ
Shares Held
21,087
+10.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,523,107 | 21,087 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,937,936 | 19,143 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $5,273,767 | 20,740 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,809,746 | 20,296 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $4,740,349 | 21,377 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,680,894 | 19,481 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $4,493,231 | 18,942 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,210,134 | 19,309 | Shares | Defined | 2024-11-22 | |
| 2024-03-31 | $4,574,314 | 20,011 | Shares | Defined | 2024-11-22 | |
| 2023-12-31 | $3,931,031 | 18,427 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $3,082,975 | 16,306 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,928,674 | 19,753 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $3,946,260 | 20,818 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,257,944 | 23,199 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,350,684 | 25,456 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $4,905,720 | 27,856 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $6,021,966 | 28,336 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $7,771,579 | 34,386 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,662,088 | 12,174 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,660,331 | 11,809 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,597,218 | 12,132 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,104,490 | 10,810 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,637,047 | 10,644 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $1,585,287 | 10,879 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $1,315,669 | 11,397 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||