GREAT VALLEY ADVISOR GROUP, INC.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1769897
WILMINGTON, DE
Position in VB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$18,220,726
-$373,599 QoQ
Shares Held
69,566
-3.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,220,726 | 69,566 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $18,594,325 | 72,085 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $18,013,449 | 70,841 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,918,239 | 71,391 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,984,848 | 72,085 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $16,190,546 | 67,382 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $16,416,829 | 69,208 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,130,449 | 69,393 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $15,817,742 | 69,197 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $14,575,558 | 68,324 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $13,887,569 | 73,452 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $15,524,955 | 78,058 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $14,603,323 | 77,038 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $14,702,104 | 80,103 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $13,111,360 | 76,715 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $14,056,924 | 79,819 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $11,379,170 | 53,544 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $12,150,071 | 53,759 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $11,463,337 | 52,423 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $12,585,041 | 55,864 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $4,515,375 | 21,092 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $2,698,654 | 13,862 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,735,479 | 11,284 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,670,388 | 11,463 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,131,542 | 9,802 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||