Checchi Capital Advisers, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1598186
BEVERLY HILLS, CA
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,918,847
-$111,363 QoQ
Shares Held
14,962
-4.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,918,847 | 14,962 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,030,210 | 15,624 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,809,368 | 14,981 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,635,273 | 15,340 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,454,199 | 15,577 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,181,833 | 17,404 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,487,461 | 14,702 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,230,916 | 14,818 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,637,552 | 15,913 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,859,139 | 18,090 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,344,468 | 12,400 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,823,934 | 39,338 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,409,331 | 39,087 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,381,978 | 40,220 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,997,425 | 11,687 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,984,759 | 11,270 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,841,299 | 18,075 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,790,771 | 12,348 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,629,725 | 12,026 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,678,353 | 11,889 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,572,385 | 12,016 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,351,734 | 12,080 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,952,798 | 12,697 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,853,266 | 12,718 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,484,789 | 12,862 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||