Proficio Capital Partners LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1654175
NEWTON, MA
Position in VB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$218,441
-$841,991 QoQ
Shares Held
834
-79.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,441 | 834 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,060,432 | 4,111 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,031,613 | 4,057 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,231,822 | 5,198 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,250,004 | 5,637 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,349,172 | 5,615 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,299,199 | 5,477 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,197,475 | 5,492 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,255,416 | 5,492 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,245,207 | 5,837 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,123,264 | 5,941 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,170,268 | 5,884 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $248,323 | 1,310 | Shares | Sole | 2023-04-21 | |
| No filing history on record for this holder in this stock. | ||||||