Brio Consultants, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1747799
SAN FRANCISCO, CA
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,188,836
+$164,991 QoQ
Shares Held
3,922
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#176
of 353 holders
Holding Since
Mar 2020
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,188,836 | 3,922 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,023,845 | 3,909 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,043,665 | 4,046 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $969,823 | 3,814 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,304,100 | 5,503 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,600,462 | 11,727 | Shares | Sole | 2025-07-07 | |
| 2024-12-31 | $2,578,204 | 10,730 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,509,919 | 10,581 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,032,350 | 9,321 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,897,068 | 8,299 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,764,025 | 8,269 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $944,215 | 4,994 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $931,600 | 4,684 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $668,767 | 3,528 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $656,155 | 3,575 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $622,625 | 3,643 | Shares | Sole | 2022-10-25 | |
| 2020-03-31 | $189,321 | 1,640 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||