Coston, McIsaac & Partners
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1945037
BAR HARBOR, ME
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$179,143
+$24,349 QoQ
Shares Held
591
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#505
of 556 holders
Holding Since
Jun 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,143 | 591 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $154,794 | 591 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $152,448 | 591 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $150,279 | 591 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $140,055 | 591 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $131,054 | 591 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $142,005 | 591 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $140,191 | 591 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $128,861 | 591 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $150,183 | 657 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $140,157 | 657 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $117,979 | 624 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $133,455 | 671 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $127,194 | 671 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $129,212 | 704 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $38,454 | 225 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $39,624 | 225 | Shares | Sole | 2022-09-21 | |
| No filing history on record for this holder in this stock. | ||||||