Capital Advantage, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1628896
Walnut Creek, CA
Position in VB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$9,068,456
+$821,279 QoQ
Shares Held
34,623
+8.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,068,456 | 34,623 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,247,177 | 31,972 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $5,937,946 | 23,352 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,984,637 | 21,034 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $6,551,603 | 29,545 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $7,099,072 | 29,545 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,042,687 | 25,474 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,492,714 | 20,605 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,928,695 | 12,812 | Shares | Sole | 2024-05-14 | |
| 2021-03-31 | $1,125,418 | 5,257 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,073,660 | 5,515 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $857,742 | 5,577 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $854,064 | 5,861 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $681,096 | 5,900 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||