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HCR Wealth Advisors

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1697715 LOS ANGELES, CA

Position in VB

as of Mar 31, 2026 · filed Apr 21, 2026
Position Value
$1,657,953
+$25,646 QoQ
Shares Held
6,330
+0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority Sole 100% Shared 0% None 0%

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
2026-03-31 $1,657,953 6,330
2025-12-31 $1,632,307 6,328
2025-09-30 $260,637 1,025
2025-06-30 $243,378 1,027