Smith Asset Management Co., LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2068217
Chiefland, FL
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$852,549
+$50,583 QoQ
Shares Held
3,255
+4.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.80%
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 | $852,549 | 3,255 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $801,966 | 3,109 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $747,074 | 2,938 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $559,035 | 2,359 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $443,721 | 2,001 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $489,930 | 2,039 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||