Balanced Rock Investment Advisors LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2011851
ROSLINDALE, MA
Position in VB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$575,962
+$21,370 QoQ
Shares Held
2,199
+2.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $575,962 | 2,199 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $554,592 | 2,150 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $545,684 | 2,146 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $545,764 | 2,303 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $897,644 | 4,048 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $941,417 | 3,918 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $966,630 | 4,075 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $891,565 | 4,089 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $873,670 | 3,822 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $618,870 | 2,901 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||