BOS Asset Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1965814
SPRINGFIELD, IL
Position in VB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$3,032,509
+$61,699 QoQ
Shares Held
11,578
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.18%
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 | $3,032,509 | 11,578 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,970,810 | 11,517 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,928,542 | 11,517 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,708,444 | 11,429 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,528,171 | 11,401 | Shares | Sole | 2025-05-22 | |
| 2024-12-31 | $2,207,452 | 9,187 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,281,408 | 5,402 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,174,799 | 5,388 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,269,817 | 5,555 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,215,341 | 5,697 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,073,917 | 5,680 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,154,357 | 5,804 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,099,448 | 5,800 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,052,601 | 5,735 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||