Diversified Trust Co
BankPosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 1479844
MEMPHIS, TN
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$2,997,674
+$254,376 QoQ
Shares Held
11,445
+7.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,997,674 | 11,445 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,743,298 | 10,635 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,595,435 | 10,207 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,905,137 | 12,259 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,837,291 | 12,795 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,136,855 | 13,055 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $2,870,715 | 12,102 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,607,322 | 11,958 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,693,475 | 11,783 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,000,182 | 9,376 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,662,303 | 8,792 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $1,706,476 | 8,580 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $915,764 | 4,831 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $406,357 | 2,214 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $297,383 | 1,740 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $315,413 | 1,791 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $380,623 | 1,791 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $419,248 | 1,855 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $275,742 | 1,261 | Shares | Sole | 2022-01-13 | |
| No filing history on record for this holder in this stock. | ||||||