CARY STREET PARTNERS FINANCIAL LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1475045
RICHMOND, VA
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$51,146,689
+$551,861 QoQ
Shares Held
195,276
-0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,146,689 | 195,276 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $50,594,828 | 196,142 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $45,390,505 | 178,506 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $39,537,268 | 166,838 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $28,314,591 | 127,687 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $10,817,405 | 45,020 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||