BROWN, LISLE/CUMMINGS, INC.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 14745
PROVIDENCE, RI
Position in VB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$604,773
+$9,425 QoQ
Shares Held
2,309
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $604,773 | 2,309 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $595,348 | 2,308 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $586,623 | 2,307 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $546,475 | 2,306 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $511,355 | 2,306 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $553,845 | 2,305 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $546,531 | 2,304 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $502,146 | 2,303 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $526,442 | 2,303 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $491,085 | 2,302 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $435,050 | 2,301 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $457,645 | 2,301 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $360,732 | 1,903 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $35,239 | 192 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $32,643 | 191 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $33,460 | 190 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $40,378 | 190 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $42,715 | 189 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||