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Operose Advisors LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1909750 MILWAUKEE, WI

Position in VB

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$2,873,577
+$421,482 QoQ
Shares Held
9,480
+1.3% QoQ
Ownership
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#220
of 556 holders
Holding Since
Dec 2021
19 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

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,873,577 9,480
2026-03-31 $2,452,095 9,362
2025-12-31 $3,229,791 12,521
2025-09-30 $1,125,951 4,428
2025-06-30 $940,099 3,967
2025-03-31 $1,188,358 5,359
2024-12-31 $719,398 2,994
2024-09-30 $710,206 2,994
2024-06-30 $652,811 2,994
2024-03-31 $692,627 3,030
2023-12-31 $638,710 2,994
2023-09-30 $590,654 3,124
2023-06-30 $621,332 3,124
2023-03-31 $592,185 3,124
2022-12-31 $579,068 3,155
2022-09-30 $539,221 3,155
2022-06-30 $28,177 160
2022-03-31 $34,003 160
2021-12-31 $36,161 160