Perennial Investment Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1801523
Los Angeles, CA
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,017,263
+$246,160 QoQ
Shares Held
6,655
-1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#251
of 556 holders
Holding Since
Jun 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,017,263 | 6,655 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,771,103 | 6,762 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,778,307 | 6,894 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,830,053 | 7,197 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,719,289 | 7,255 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,902,393 | 8,579 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,181,021 | 9,077 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,933,024 | 8,149 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,382,305 | 10,926 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $858,584 | 3,756 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $714,868 | 3,351 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $591,978 | 3,131 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $604,028 | 3,037 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $600,336 | 3,167 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $555,575 | 3,027 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $402,493 | 2,355 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $202,531 | 953 | Shares | Sole | 2022-05-09 | |
| 2021-06-30 | $199,823 | 887 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||