Biltmore Family Office, LLC
Family OfficePosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 1731123
CHARLOTTE, NC
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,280,985
+$174,112 QoQ
Shares Held
4,226
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#286
of 556 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,280,985 | 4,226 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,106,873 | 4,226 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,090,096 | 4,226 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,074,587 | 4,226 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,001,477 | 4,226 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $937,115 | 4,226 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,015,423 | 4,226 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,002,449 | 4,226 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $943,241 | 4,326 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $758,233 | 3,317 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $707,615 | 3,317 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $627,145 | 3,317 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $659,718 | 3,317 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $628,770 | 3,317 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $608,802 | 3,317 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $566,908 | 3,317 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $584,156 | 3,317 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $740,844 | 3,486 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $787,644 | 3,485 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $762,064 | 3,485 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $785,100 | 3,485 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $746,068 | 3,485 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $678,265 | 3,484 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $458,939 | 2,984 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $485,830 | 3,334 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $384,876 | 3,334 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||