Clearstead Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 842775
CLEVELAND, OH
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$137,549,383
-$3,396,302 QoQ
Shares Held
525,158
-3.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,549,383 | 525,158 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $140,945,685 | 546,407 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $137,613,538 | 541,189 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $126,603,721 | 534,238 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $107,939,473 | 486,762 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $120,292,818 | 500,636 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $115,716,731 | 487,824 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $103,720,537 | 475,695 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $37,921,480 | 165,893 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $34,352,103 | 161,028 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $28,756,979 | 152,097 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $30,331,918 | 152,506 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $25,860,723 | 136,425 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $24,462,394 | 133,281 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $21,006,035 | 122,907 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $20,129,725 | 114,302 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $23,619,260 | 111,139 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $20,168,228 | 89,236 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $18,419,230 | 84,233 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $18,922,844 | 83,997 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $17,428,038 | 81,409 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $15,298,343 | 78,582 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,966,855 | 64,804 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $8,149,245 | 55,924 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $4,934,367 | 42,744 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||