Crewe Advisors LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1730033
SALT LAKE CITY, UT
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$22,397,564
+$339,486 QoQ
Shares Held
85,513
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,397,564 | 85,513 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $22,058,078 | 85,513 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $21,744,245 | 85,513 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $20,264,870 | 85,513 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $19,023,932 | 85,790 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $25,555,219 | 106,356 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $25,228,706 | 106,356 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $23,189,862 | 106,356 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $24,311,918 | 106,356 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $22,743,964 | 106,614 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $19,857,833 | 105,029 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $20,819,208 | 104,677 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $19,842,572 | 104,677 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $19,212,416 | 104,677 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $17,890,346 | 104,677 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $60,405 | 343 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $72,894 | 343 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $77,521 | 343 | Shares | Sole | 2022-02-10 | |
| 2021-03-31 | $856 | 4 | Shares | Sole | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||