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Invst, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1867587 INDIANAPOLIS, IN

Position in VB

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$603,208
+$170,255 QoQ
Shares Held
1,990
+20.4% QoQ
Ownership
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#381
of 556 holders
Holding Since
Jun 2023
13 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
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $603,208 1,990
2026-03-31 $432,953 1,653
2025-12-31 $461,988 1,791
2025-09-30 $373,283 1,468
2025-06-30 $366,134 1,545
2025-03-31 $321,759 1,451
2024-12-31 $363,783 1,514
2024-09-30 $309,084 1,303
2024-06-30 $289,993 1,330
2024-03-31 $314,997 1,378
2023-12-31 $286,075 1,341
2023-09-30 $269,424 1,425
2023-06-30 $217,187 1,092