Beaumont Financial Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1957394
NEEDHAM, MA
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,267,441
+$121,555 QoQ
Shares Held
8,657
+4.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $2,267,441 | 8,657 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,145,886 | 8,319 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,581,367 | 6,219 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,446,051 | 6,102 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $664,584 | 2,997 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,032,483 | 4,297 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $957,142 | 4,035 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $879,791 | 4,035 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $922,360 | 4,035 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $504,525 | 2,365 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $443,558 | 2,346 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $467,391 | 2,350 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $450,205 | 2,375 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $502,532 | 2,738 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||