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Focus Partners Wealth

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1542153 ST LOUIS, MO

Position in VB

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$85,118,520
+$15,172,523 QoQ
Shares Held
280,808
+5.2% QoQ
Ownership
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#42
of 556 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 51% Shared 0% None 49%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $85,118,520 280,808
2026-03-31 $69,945,997 267,051
2025-12-31 $67,099,759 260,127
2025-09-30 $286,140,012 1,125,295
2025-06-30 $42,055,181 177,463
2025-03-31 $35,785,793 161,379
2024-12-31 $29,466,257 122,633
2024-09-30 $29,363,039 123,785
2024-06-30 $24,363,788 111,740
2024-03-31 $7,045,600 30,822
2023-12-31 $6,319,687 29,624