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Clearstead Trust, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1708001 PORTLAND, ME

Position in VB

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$527,768
-$255 QoQ
Shares Held
2,015
-1.6% QoQ
Ownership
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2021
19 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
19 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $527,768 2,015
2025-12-31 $528,023 2,047
2025-09-30 $520,511 2,047
2025-06-30 $558,324 2,356
2025-03-31 $518,895 2,340
2024-12-31 $394,059 1,640
2024-09-30 $386,889 1,631
2024-06-30 $354,533 1,626
2024-03-31 $371,687 1,626
2023-12-31 $346,021 1,622
2023-09-30 $305,537 1,616
2023-06-30 $340,300 1,711
2023-03-31 $323,389 1,706
2022-12-31 $401,218 2,186
2022-09-30 $272,430 1,594
2022-06-30 $26,064 148
2022-03-31 $31,452 148
2021-12-31 $89,725 397
2021-09-30 $86,811 397