Envestnet Portfolio Solutions, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1998033
BERWYN, PA
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$12,638,687
-$7,916,574 QoQ
Shares Held
48,254
-39.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,638,687 | 48,254 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $20,555,261 | 79,687 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,992,681 | 74,692 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $18,903,657 | 79,769 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $35,266,898 | 159,039 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $41,673,442 | 173,437 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $41,137,907 | 173,424 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $37,676,875 | 172,798 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $37,606,026 | 164,513 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $30,739,573 | 144,094 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $23,412,538 | 123,830 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||