Westover Capital Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1483467
WILMINGTON, DE
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,625,213
+$22,312 QoQ
Shares Held
6,205
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,625,213 | 6,205 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,602,901 | 6,214 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,537,631 | 6,047 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,434,676 | 6,054 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,347,353 | 6,076 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,472,195 | 6,127 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,927,170 | 12,340 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,462,612 | 6,708 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||