Capital Analysts, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1624758
FORT WASHINGTON, PA
Position in VB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,935,075
+$256,524 QoQ
Shares Held
11,206
+7.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
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 | $2,935,075 | 11,206 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,678,551 | 10,384 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $2,520,931 | 9,914 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,742,750 | 7,354 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,612,787 | 7,273 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,840,544 | 7,660 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,794,730 | 7,566 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,594,743 | 7,314 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,694,765 | 7,414 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,402,004 | 6,572 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,278,869 | 6,764 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,403,764 | 7,058 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $978,508 | 5,162 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $881,908 | 4,805 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $624,504 | 3,654 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $244,264 | 1,387 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $280,312 | 1,319 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $282,286 | 1,249 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $285,582 | 1,306 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $263,576 | 1,170 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $192,885 | 901 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $94,225 | 484 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $76,592 | 498 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $72,568 | 498 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $57,489 | 498 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||