CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1766904
RICHMOND, VA
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$2,701,442
+$510,673 QoQ
Shares Held
10,314
+21.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,701,442 | 10,314 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $2,190,769 | 8,493 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $65,349 | 257 | Shares | Other | 2025-11-10 | |
| 2024-09-30 | $5,587,242 | 23,554 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $4,357,528 | 19,985 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $4,700,266 | 20,562 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $3,914,390 | 18,349 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $3,956,289 | 20,925 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,767,175 | 18,941 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $3,524,489 | 18,593 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,377,319 | 18,401 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,121,329 | 18,263 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,247,468 | 18,440 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,951,690 | 13,889 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,101,893 | 9,300 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,000,830 | 9,150 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,100,060 | 9,322 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,799,342 | 8,405 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,611,171 | 8,276 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,421,881 | 9,245 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $949,074 | 6,513 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $574,198 | 4,974 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||