CBIZ Investment Advisory Services, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1795934
INDEPENDENCE, OH
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$144,347,259
+$19,619,646 QoQ
Shares Held
476,205
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
15.48%
of 13F equity value
Holder Rank
#33
of 556 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,347,259 | 476,205 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $124,727,613 | 476,205 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $34,170,894 | 132,471 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $33,415,951 | 131,414 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $32,265,774 | 136,154 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $28,068,671 | 126,578 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $30,260,142 | 125,937 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $29,594,794 | 124,762 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $27,079,259 | 124,194 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $47,900,348 | 209,547 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $68,136,108 | 319,393 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $57,314,112 | 303,137 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $61,839,475 | 310,923 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $57,345,312 | 302,518 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,684,823 | 14,628 | Shares | Sole | 2023-02-01 | |
| 2022-06-30 | $53,511,551 | 303,853 | Shares | Sole | 2022-08-02 | |
| 2021-12-31 | $69,023,454 | 305,400 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $65,770,250 | 300,774 | Principal | Sole | 2021-11-12 | |
| 2021-06-30 | $65,622,487 | 291,293 | Principal | Sole | 2021-08-16 | |
| 2021-03-31 | $63,738,680 | 297,733 | Principal | Sole | 2021-05-17 | |
| 2020-12-31 | $64,983,015 | 333,794 | Principal | Sole | 2021-02-16 | |
| 2020-09-30 | $54,600,076 | 355,007 | Principal | Sole | 2020-11-13 | |
| 2020-06-30 | $54,344,379 | 372,937 | Principal | Sole | 2020-08-14 | |
| 2020-03-31 | $42,891,270 | 371,546 | Principal | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||