Excelsior Advisor Network LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2110679
SCOTTSDALE, AZ
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,133,929
+$1,117,889 QoQ
Shares Held
23,535
+2.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#148
of 556 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,133,929 | 23,535 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,016,040 | 22,969 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,065,880 | 19,639 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||