Wealthspire Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1646247
NEW YORK, NY
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$118,203,159
+$13,032,850 QoQ
Shares Held
389,955
-2.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
#37
of 556 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,203,159 | 389,955 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $105,170,309 | 401,536 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $102,818,354 | 398,598 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $201,829,154 | 793,728 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $189,882,594 | 801,260 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $166,013,580 | 748,652 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $90,214,807 | 375,457 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $88,743,344 | 374,113 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $79,939,569 | 366,628 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $83,038,289 | 363,263 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $77,406,150 | 362,847 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $69,312,494 | 366,597 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $66,847,326 | 336,102 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $64,172,125 | 338,532 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $61,153,876 | 333,191 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $55,846,380 | 326,759 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $48,722,768 | 276,661 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $56,848,249 | 267,496 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $52,402,226 | 231,858 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $48,027,585 | 219,635 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $51,583,488 | 228,975 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $49,706,164 | 232,185 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $45,119,620 | 231,763 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $11,990,401 | 77,961 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $9,921,637 | 68,087 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $22,445,576 | 194,435 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||