CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 884546
SAN FRANCISCO, CA
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$472,487,996
+$5,279,029 QoQ
Shares Held
1,558,749
-12.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#16
of 556 holders
Holding Since
Jun 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,487,996 | 1,558,749 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $467,208,967 | 1,783,785 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $468,179,765 | 1,815,002 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $479,235,159 | 1,884,675 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $478,083,215 | 2,017,399 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $426,635,025 | 1,923,946 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $420,122,852 | 1,748,472 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $423,778,274 | 1,786,511 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $396,640,270 | 1,819,117 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||