Capital Group Private Client Services, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1857666
Los Angeles, CA
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,091,096
+$4,285,796 QoQ
Shares Held
66,281
+9.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#95
of 556 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,091,096 | 66,281 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $15,805,300 | 60,344 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $14,805,814 | 57,398 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $13,088,300 | 51,472 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $11,532,394 | 48,664 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $10,752,435 | 48,489 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $9,955,040 | 41,431 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,223,910 | 38,885 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $8,324,113 | 38,177 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $7,529,068 | 32,937 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,515,800 | 11,793 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,782,173 | 9,426 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,848,682 | 9,295 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,645,191 | 8,679 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,969,017 | 10,728 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $608,781 | 3,562 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $625,190 | 3,550 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $719,592 | 3,386 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $805,047 | 3,562 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $732,763 | 3,351 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||