Steward Partners Investment Advisory, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1723397
STAMFORD, CT
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$36,344,694
+$11,622,590 QoQ
Shares Held
119,902
+27.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#64
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 | $36,344,694 | 119,902 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $24,722,104 | 94,388 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $25,472,304 | 98,749 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $26,489,110 | 104,173 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $23,556,285 | 99,402 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $17,149,258 | 77,336 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $17,391,466 | 72,380 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $15,921,772 | 67,121 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,758,679 | 53,929 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $11,455,559 | 50,114 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,269,646 | 34,077 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,024,337 | 31,863 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,207,356 | 31,210 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,651,470 | 35,089 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,182,361 | 33,684 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $5,856,914 | 34,269 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,555,213 | 31,544 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $8,037,931 | 37,822 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $18,602,883 | 82,310 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $17,766,718 | 81,249 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $16,556,052 | 73,491 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,028,791 | 46,846 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,311,843 | 27,285 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,727,965 | 30,741 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $3,804,457 | 26,108 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,659,044 | 23,034 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||