Tortoise Investment Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1599511
WHITE PLAINS, NY
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,592,756
+$184,463 QoQ
Shares Held
13,717
+3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,592,756 | 13,717 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,408,293 | 13,213 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,493,298 | 13,738 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,248,047 | 13,706 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,643,703 | 11,922 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $2,834,823 | 11,798 | Shares | Sole | 2025-08-07 | |
| 2024-09-30 | $2,787,691 | 11,752 | Shares | Sole | 2025-08-07 | |
| 2024-06-30 | $2,566,984 | 11,773 | Shares | Sole | 2025-08-07 | |
| 2024-03-31 | $2,494,831 | 10,914 | Shares | Sole | 2025-08-07 | |
| 2023-12-31 | $2,325,297 | 10,900 | Shares | Sole | 2025-08-07 | |
| 2023-09-30 | $2,057,648 | 10,883 | Shares | Sole | 2025-08-07 | |
| 2023-06-30 | $2,165,713 | 10,889 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,148,662 | 11,335 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,913,037 | 10,423 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,803,100 | 10,550 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,930,870 | 10,964 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,317,743 | 10,906 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,440,681 | 10,799 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,074,303 | 9,486 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,014,228 | 8,941 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,913,875 | 8,940 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,755,040 | 9,015 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,347,749 | 8,763 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,213,410 | 8,327 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $813,390 | 7,046 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||