Vanguard Personalized Indexing Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1767306
OAKLAND, CA
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$637,764
+$105,019 QoQ
Shares Held
2,104
+3.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#232
of 353 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,764 | 2,104 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $532,745 | 2,034 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $539,889 | 2,093 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $625,528 | 2,460 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $652,642 | 2,754 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $549,718 | 2,479 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $501,944 | 2,089 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $518,066 | 2,184 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $378,735 | 1,737 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $394,546 | 1,726 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $369,914 | 1,734 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $224,615 | 1,188 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $236,281 | 1,188 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $247,754 | 1,307 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $329,087 | 1,793 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $331,565 | 1,940 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $551,064 | 2,593 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $806,403 | 3,568 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $838,599 | 3,835 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||