Kestra Investment Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1962449
AUSTIN, TX
Position in VB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$799,641
+$270,586 QoQ
Shares Held
3,053
+48.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $799,641 | 3,053 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $529,055 | 2,051 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $519,239 | 2,042 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $287,456 | 1,213 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $268,982 | 1,213 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $234,273 | 975 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||