Nelson Capital Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1512611
MENLO PARK, CA
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$16,418,717
+$204,238 QoQ
Shares Held
62,686
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.64%
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 | $16,418,717 | 62,686 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $16,214,479 | 62,859 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $16,074,310 | 63,215 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,999,175 | 63,293 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $18,528,764 | 83,557 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $19,607,809 | 81,604 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $20,051,598 | 84,531 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $17,971,510 | 82,423 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $18,742,779 | 81,993 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $17,419,887 | 81,657 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $15,505,441 | 82,009 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,355,520 | 82,234 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $15,696,136 | 82,803 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $15,420,480 | 84,017 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $14,577,426 | 85,293 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $15,421,952 | 87,570 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $19,568,204 | 92,077 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $20,622,508 | 91,246 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,817,187 | 90,626 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $20,335,124 | 90,266 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $19,091,012 | 89,177 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $17,760,267 | 91,228 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $18,813,431 | 122,324 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $18,266,584 | 125,354 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $225,108 | 1,950 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||