Williams Jones Wealth Management, LLC.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1788587
New York, NY
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,659,001
+$121,362 QoQ
Shares Held
6,334
+6.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,659,001 | 6,334 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,537,639 | 5,961 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,505,083 | 5,919 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,569,044 | 6,621 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,500,582 | 6,767 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,712,715 | 7,128 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,693,756 | 11,356 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,351,125 | 10,783 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,528,433 | 11,061 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,706,517 | 12,687 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,521,059 | 13,334 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,715,445 | 13,653 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,663,128 | 14,049 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,576,534 | 14,038 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,718,836 | 15,908 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,804,199 | 15,923 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,382,043 | 15,914 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,609,831 | 15,972 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,167,653 | 14,486 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,236,823 | 14,368 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,940,174 | 13,734 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,691,645 | 13,826 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,112,289 | 13,734 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,943,759 | 13,339 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,937,544 | 16,784 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||