Colonial Trust Advisors
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1567993
SPARTANBURG, SC
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$39,405
+$12,428 QoQ
Shares Held
130
+26.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#358
of 371 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,405 | 130 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $26,977 | 103 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $26,568 | 103 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $26,190 | 103 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $24,408 | 103 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $22,840 | 103 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $24,748 | 103 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $26,330 | 111 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $24,202 | 111 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $40,689 | 178 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $37,972 | 178 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $33,654 | 178 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $35,402 | 178 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,785 | 78 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,564,127 | 8,522 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,587,582 | 9,289 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,501,161 | 8,524 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,686,558 | 7,936 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,482,173 | 6,558 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,177,319 | 5,384 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,063,997 | 4,723 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $807,937 | 3,774 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $419,924 | 2,157 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||