NOVARE CAPITAL MANAGEMENT LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1388409
CHARLOTTE, NC
Position in VB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$294,136
+$73,331 QoQ
Shares Held
1,123
+31.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $294,136 | 1,123 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $220,805 | 856 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $217,663 | 856 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||