Great Diamond Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1801112
Portland, ME
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$403,880
+$25,468 QoQ
Shares Held
1,542
+5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $403,880 | 1,542 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $378,412 | 1,467 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $373,028 | 1,467 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $347,649 | 1,467 | Shares | Sole | 2025-08-13 | |
| 2023-12-31 | $215,889 | 1,012 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||