Cottage Street Advisors LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1665302
MARION, MA
Position in VB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$234,418
+$4,069 QoQ
Shares Held
895
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $234,418 | 895 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $230,349 | 893 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $225,546 | 887 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $209,490 | 884 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||