Dakota Wealth Management
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1631353
PALM BEACH GARDENS, FL
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$12,767,028
-$187,994 QoQ
Shares Held
48,744
-2.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.44%
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 | $12,767,028 | 48,744 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $12,955,022 | 50,223 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $3,420,574 | 13,452 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $3,337,152 | 14,082 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $3,145,967 | 14,187 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $3,361,517 | 13,990 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,383,326 | 14,263 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $3,047,981 | 13,979 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $3,328,270 | 14,560 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,980,220 | 13,970 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $2,517,088 | 13,313 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $2,835,176 | 14,255 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $2,797,336 | 14,757 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $2,380,879 | 12,972 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,216,360 | 12,968 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,331,696 | 13,240 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $2,802,500 | 13,187 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,808,851 | 12,428 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $3,106,425 | 14,206 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $3,274,669 | 14,536 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,163,887 | 14,779 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $2,954,268 | 15,175 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,347,449 | 15,263 | Shares | Other | 2020-11-04 | |
| 2020-06-30 | $2,326,564 | 15,966 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,021,353 | 17,510 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||