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Ellevest, Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1644128 NEW YORK, NY

Position in VB

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$10,656,215
+$505,625 QoQ
Shares Held
40,685
+3.4% QoQ
Ownership
of shares outstanding
% of Portfolio
3.14%
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
2026-03-31 $10,656,215 40,685
2025-12-31 $10,150,590 39,351
2025-09-30 $9,651,451 37,956
2025-06-30 $8,210,172 34,645
2025-03-31 $35,445,628 159,845
2024-12-31 $43,716,062 181,938
2024-09-30 $43,558,397 183,628
2024-06-30 $39,088,248 179,271
2024-03-31 $39,465,606 172,648
2023-12-31 $36,515,909 171,171
2023-09-30 $30,922,587 163,551
2023-06-30 $32,046,350 161,126
2023-03-31 $29,289,862 154,515
2022-12-31 $27,751,798 151,203
2022-09-30 $25,194,183 147,412
2022-06-30 $24,607,145 139,726
2022-03-31 $27,782,101 130,727
2021-12-31 $4,721,348 20,890
2021-09-30 $24,291,174 111,086
2021-06-30 $22,656,409 100,570
2021-03-31 $19,098,290 89,211
2020-12-31 $15,782,707 81,070
2020-09-30 $11,713,408 76,160
2020-06-30 $9,878,212 67,789
2020-03-31 $7,419,213 64,269