Chicago Partners Investment Group LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1563525
CHICAGO, IL
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$47,865,880
+$3,432,961 QoQ
Shares Held
182,750
+6.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
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 | $47,865,880 | 182,750 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $44,432,919 | 172,254 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $40,923,060 | 160,937 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $35,817,157 | 151,140 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $32,830,531 | 148,052 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $34,050,319 | 141,711 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $32,286,415 | 136,109 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $27,527,768 | 126,251 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $28,339,673 | 123,976 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $24,489,644 | 114,797 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $19,515,427 | 103,218 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $18,990,017 | 95,480 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $15,750,350 | 83,089 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $13,606,554 | 74,134 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $12,787,315 | 74,819 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $12,474,575 | 70,834 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $14,756,538 | 69,436 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $15,263,133 | 67,533 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $13,486,909 | 61,677 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,659,627 | 60,634 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $12,311,312 | 57,508 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $11,314,996 | 58,121 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $8,374,717 | 54,452 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $7,818,606 | 53,655 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $5,284,266 | 45,775 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||