Heritage Family Offices, LLP
Family OfficePosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 2019316
SCOTTSDALE, AZ
Position in VB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,005,510
New position
Shares Held
3,839
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in VB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,005,510 | 3,839 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||