Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1510434
Seattle, WA
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$13,968,455
+$110,092 QoQ
Shares Held
53,331
-0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
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 | $13,968,455 | 53,331 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $13,858,363 | 53,725 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $14,137,204 | 55,597 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,405,010 | 56,566 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $11,788,230 | 53,160 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $12,747,574 | 53,053 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $12,713,507 | 53,596 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $11,773,723 | 53,998 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $12,502,501 | 54,694 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $12,272,874 | 57,530 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $11,615,893 | 61,437 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $13,160,153 | 66,168 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $15,561,359 | 82,092 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $14,339,429 | 78,127 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $12,219,381 | 71,496 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $12,132,217 | 68,890 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $14,692,357 | 69,134 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $15,792,222 | 69,874 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,315,690 | 60,894 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $12,158,136 | 53,969 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,975,122 | 37,253 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,597,652 | 44,163 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,865,324 | 44,638 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,334,156 | 43,468 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $7,872,430 | 68,195 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||