Bleakley Financial Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1936953
PARSIPPANY, NJ
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$21,935,014
+$286,561 QoQ
Shares Held
83,747
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,935,014 | 83,747 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $21,648,453 | 83,925 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $20,992,085 | 82,555 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $20,507,538 | 86,537 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $11,305,923 | 50,985 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $12,519,308 | 52,103 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $12,332,785 | 51,991 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $11,585,991 | 53,137 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,176,074 | 53,266 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $11,314,169 | 53,036 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $10,584,138 | 55,980 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $20,825,374 | 104,708 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,026,895 | 100,374 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $18,531,116 | 100,965 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||