BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2010186
CINCINNATI, OH
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$12,516,371
+$133,482 QoQ
Shares Held
47,787
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,516,371 | 47,787 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,382,889 | 48,005 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $12,272,061 | 48,262 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $11,395,183 | 48,085 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $10,268,799 | 46,308 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $11,248,708 | 46,815 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $11,251,344 | 47,432 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $10,238,940 | 46,959 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $10,567,258 | 46,228 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $9,890,832 | 46,364 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,855,849 | 46,839 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $9,831,729 | 49,433 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $9,434,590 | 49,771 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $9,293,731 | 50,636 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $8,907,487 | 52,118 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $8,338,104 | 47,346 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $8,839,556 | 41,594 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $9,549,374 | 42,252 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $9,375,038 | 42,873 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $9,469,644 | 42,035 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $8,840,647 | 41,296 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $7,682,656 | 39,463 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $6,041,725 | 39,283 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $5,695,029 | 39,082 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $5,068,393 | 43,905 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||