NorthStar Asset Management LLC /NJ/
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2011587
BERKELEY HEIGHTS, NJ
Position in VB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,228,666
+$28,941 QoQ
Shares Held
4,691
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,228,666 | 4,691 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,199,725 | 4,651 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,116,797 | 4,392 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $895,784 | 3,780 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $772,133 | 3,482 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $832,810 | 3,466 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $806,988 | 3,402 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $745,696 | 3,420 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $756,861 | 3,311 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $682,442 | 3,199 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||