Legacy Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1720969
PLYMOUTH MEETING, PA
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,562,625
-$195,118 QoQ
Shares Held
9,784
-8.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,562,625 | 9,784 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,757,743 | 10,691 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,452,276 | 9,644 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $2,144,100 | 9,669 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,402,319 | 9,998 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,065,072 | 4,490 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $978,999 | 4,490 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,026,369 | 4,490 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $957,851 | 4,490 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||