NewEdge Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1633516
NEW ORLEANS, LA
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$66,458,150
+$59,591,218 QoQ
Shares Held
219,247
+29.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#49
of 556 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,458,150 | 219,247 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,866,932 | 169,448 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $50,567,228 | 196,035 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $46,601,132 | 183,267 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $46,115,360 | 194,596 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $39,115,813 | 176,396 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $42,422,154 | 176,553 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $38,909,319 | 164,029 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $36,587,330 | 167,801 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $34,112,485 | 149,230 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $52,525,472 | 246,217 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $43,572,126 | 230,455 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $34,456,300 | 173,243 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $32,523,946 | 171,576 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $31,825,652 | 173,399 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $23,912,359 | 139,912 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,815,335 | 95,482 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $17,592,193 | 82,779 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $19,468,275 | 86,139 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $6,805,447 | 31,122 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $5,766,492 | 25,597 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $5,029,595 | 23,494 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,891,919 | 25,128 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $4,111,996 | 26,736 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,131,522 | 21,490 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,854,138 | 24,724 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||