Pachira Investments Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1563634
DANA POINT, CA
Position in VB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,690,431
+$531,204 QoQ
Shares Held
6,454
+43.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,690,431 | 6,454 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,159,227 | 4,494 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $728,512 | 2,865 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $627,523 | 2,648 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $631,544 | 2,848 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $722,521 | 3,007 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $714,476 | 3,012 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $660,443 | 3,029 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $627,708 | 2,746 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $566,177 | 2,654 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $450,553 | 2,383 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $372,123 | 1,871 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $292,491 | 1,543 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $254,019 | 1,384 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $203,895 | 1,193 | Shares | Sole | 2022-10-21 | |
| 2021-03-31 | $6,383,223 | 29,817 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $6,259,351 | 32,152 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||