Bell Investment Advisors, Inc
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1890149
ORINDA, CA
Position in VB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,582,258
-$58,819 QoQ
Shares Held
6,041
-5.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,582,258 | 6,041 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,641,077 | 6,362 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $1,616,966 | 6,359 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $1,553,403 | 6,555 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,293,246 | 5,832 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,487,813 | 6,192 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,413,771 | 5,960 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,300,390 | 5,964 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,404,456 | 6,144 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,329,259 | 6,231 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,085,450 | 5,741 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,140,236 | 5,733 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,117,077 | 5,893 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,083,987 | 5,906 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $987,005 | 5,775 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $806,759 | 4,581 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $1,346,115 | 5,956 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,026,874 | 4,696 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||