IEQ CAPITAL, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1779789 Foster City, CA

Position in VB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$7,724,103

-$110,448 QoQ

Shares Held

25,482

-14.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#142

of 556 holders

Holding Since

Mar 2020

24 quarters on record

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,724,103	25,482	-14.8%	Shares	Sole	2026-08-11
2026-03-31	$7,834,551	29,912	-4.0%	Shares	Sole	2026-05-15
2025-12-31	$8,034,626	31,148	-1.3%	Shares	Sole	2026-02-13
2025-09-30	$8,021,262	31,545	+1.1%	Shares	Sole	2025-11-14
2025-06-30	$7,394,249	31,202	+39.7%	Shares	Sole	2025-08-14
2025-03-31	$4,953,672	22,339	+53.3%	Shares	Sole	2025-05-14
2024-12-31	$3,500,398	14,568	-2.6%	Shares	Other	2025-02-03
2024-09-30	$3,547,949	14,957	+8.7%	Shares	Other	2024-11-14
2024-06-30	$3,000,230	13,760	-4.3%	Shares	Sole	2024-08-12
2024-03-31	$3,286,666	14,378	+12.0%	Shares	Sole	2024-05-09
2023-12-31	$2,737,450	12,832	+3.0%	Shares	Sole	2024-02-07
2023-09-30	$2,355,055	12,456	+49.9%	Shares	Sole	2023-11-06
2023-06-30	$1,653,173	8,312	+15.3%	Shares	Sole	2023-08-08
2023-03-31	$1,365,968	7,206	+9.5%	Shares	Other	2023-05-02
2022-12-31	$1,208,243	6,583	-10.4%	Shares	Sole	2023-02-06
2022-09-30	$1,255,504	7,346	+10.2%	Shares	Sole	2022-11-04
2022-06-30	$1,174,477	6,669	-17.0%	Shares	Sole	2022-07-27
2022-03-31	$1,707,173	8,033	+22.2%	Shares	Sole	2022-04-26
2021-12-31	$1,485,563	6,573	+6.2%	Shares	Sole	2022-01-31
2021-09-30	$1,352,911	6,187	+2.7%	Shares	Sole	2021-11-09
2021-06-30	$1,357,312	6,025	-42.6%	Shares	Sole	2021-07-29
2021-03-31	$2,247,625	10,499	+461.4%	Shares	Sole	2021-05-04
2020-06-30	$272,496	1,870	-36.7%	Shares	Sole	2020-07-31
2020-03-31	$341,125	2,955	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.