GeoWealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1593387
CHICAGO, IL
Position in VB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$12,179,541
-$71,020 QoQ
Shares Held
46,501
-2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 0%
Shared 1%
None 99%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,179,541 | 46,501 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $12,250,561 | 47,492 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $12,322,663 | 48,461 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $11,685,246 | 49,309 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $9,123,238 | 41,142 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $13,272,826 | 55,239 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $12,394,696 | 52,252 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $8,134,854 | 37,309 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $8,146,032 | 35,636 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $57,811 | 271 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $28,171 | 149 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $29,634 | 149 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $28,244 | 149 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $27,347 | 149 | Shares | Other | 2023-02-13 | |
| 2022-03-31 | $1,300,196 | 6,118 | Shares | Other | 2022-05-13 | |
| 2021-09-30 | $351,401 | 1,607 | Shares | Other | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||