Plum Street Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2068236
NEW ORLEANS, LA
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,431,521
+$1,798,564 QoQ
Shares Held
57,507
-3.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
20.25%
of 13F equity value
Holder Rank
#98
of 556 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,431,521 | 57,507 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,632,957 | 59,686 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,178,293 | 58,842 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,563,124 | 57,272 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $13,352,164 | 56,343 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,509,582 | 56,413 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $12,827,107 | 53,384 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $12,500,018 | 52,696 | Shares | Sole | 2025-05-29 | |
| 2024-06-30 | $11,044,816 | 50,655 | Shares | Sole | 2025-05-29 | |
| 2024-03-31 | $12,045,778 | 52,696 | Shares | Sole | 2025-05-29 | |
| 2023-12-31 | $10,392,584 | 48,716 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||