LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 932974
BOSTON, MA
Position in VB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$320,590
-$46,730 QoQ
Shares Held
1,224
-14.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $320,590 | 1,224 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $367,320 | 1,424 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $362,094 | 1,424 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $285,560 | 1,205 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $267,208 | 1,205 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $289,537 | 1,205 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $285,838 | 1,205 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $262,738 | 1,205 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $275,450 | 1,205 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $259,622 | 1,217 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $238,228 | 1,260 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $250,601 | 1,260 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $635,784 | 3,354 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $221,165 | 1,205 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $205,946 | 1,205 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $212,212 | 1,205 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $279,463 | 1,315 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $308,503 | 1,365 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $298,484 | 1,365 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $307,507 | 1,365 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $308,275 | 1,440 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $265,738 | 1,365 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $227,624 | 1,480 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $215,665 | 1,480 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $170,851 | 1,480 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||