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West Branch Capital LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1738723 AMHERST, MA

Position in VB

as of Mar 31, 2026 · filed Apr 14, 2026
Position Value
$6,809
+$103 QoQ
Shares Held
26
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2021
20 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
20 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $6,809 26
2025-12-31 $6,706 26
2025-09-30 $6,611 26
2025-06-30 $29,859 126
2025-03-31 $27,940 126
2024-12-31 $6,247 26
2024-09-30 $6,167 26
2024-06-30 $2,180 10
2024-03-31 $2,285 10
2023-12-31 $3,199 15
2023-09-30 $16,827 89
2023-06-30 $17,701 89
2023-03-31 $16,870 89
2022-12-31 $16,335 89
2022-09-30 $18,116 106
2022-06-30 $18,667 106
2022-03-31 $22,527 106
2021-12-31 $19,210 85
2021-09-30 $2,186 10
2021-06-30 $2,252 10