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Blue Trust, Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1856022 BRENTWOOD, TN

Position in VB

as of Mar 31, 2026 · filed Apr 20, 2026
Position Value
$2,478,548
-$23,308 QoQ
Shares Held
9,463
-2.4% QoQ
Ownership
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority Sole 35% Shared 0% None 65%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,478,548 9,463
2025-12-31 $2,501,856 9,699
2025-09-30 $2,297,673 9,036
2025-06-30 $1,641,323 6,926
2025-03-31 $1,318,081 5,944
2024-12-31 $1,276,607 5,313
2024-09-30 $1,668,060 7,032
2024-06-30 $1,297,992 5,953
2024-03-31 $1,360,796 5,953
2023-12-31 $1,207 6,385
2023-09-30 $1,978,995 10,467
2023-06-30 $3,621,189 18,207
2023-03-31 $4,515,508 23,821
2022-12-31 $4,095,511 22,314
2022-09-30 $2,581,766 15,106
2022-06-30 $401,529 2,280