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AlTi Global, Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1838615 NEW YORK, NY

Position in VB

as of Mar 31, 2026 · filed May 7, 2026
Position Value
$1,137,518
-$459,192 QoQ
Shares Held
4,343
-29.8% QoQ
Ownership
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority Sole 70% Shared 0% None 30%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,137,518 4,343
2025-12-31 $1,596,710 6,190
2025-09-30 $1,501,777 5,906
2025-06-30 $1,640,138 6,921
2025-03-31 $1,535,840 6,926
2024-12-31 $1,858,806 7,736
2024-09-30 $2,033,126 8,571
2024-06-30 $1,608,263 7,376
2024-03-31 $1,686,079 7,376
2023-12-31 $1,498,429 7,024