Evelyn Partners Investment Management LLP
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2065206
London, X0
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$41,907
+$635 QoQ
Shares Held
160
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,907 | 160 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $41,272 | 160 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $40,684 | 160 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $37,916 | 160 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $35,480 | 160 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $38,444 | 160 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||