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Allworth Financial LP

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1555170 FOLSOM, CA

Position in VB

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$18,690,379
+$726,596 QoQ
Shares Held
61,660
-10.1% QoQ
Ownership
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#97
of 556 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $18,690,379 61,660
2026-03-31 $17,963,783 68,585
2025-12-31 $17,878,514 69,310
2025-09-30 $16,046,339 63,105
2025-06-30 $15,035,196 63,445
2025-03-31 $13,687,297 61,724
2024-12-31 $10,716,007 44,598
2024-09-30 $8,722,448 36,771
2024-06-30 $8,186,311 37,545
2024-03-31 $8,612,356 37,676
2023-12-31 $8,135,765 38,137
2023-09-30 $7,363,519 38,946
2023-06-30 $7,803,448 39,235
2023-03-31 $7,438,143 39,239
2022-12-31 $6,507,960 35,458
2022-09-30 $6,190,702 36,222
2022-06-30 $5,590,259 31,743
2022-03-31 $7,437,774 34,998
2021-12-31 $7,070,496 31,284
2021-09-30 $7,203,208 32,941
2021-06-30 $5,254,205 23,323
2021-03-31 $5,140,274 24,011
2020-12-31 $4,745,714 24,377
2020-09-30 $3,874,991 25,195
2020-06-30 $3,753,164 25,756
2020-03-31 $3,980,602 34,482