Aptus Capital Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1664193
FAIRHOPE, AL
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,452,508
+$1,754,177 QoQ
Shares Held
24,586
+13.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#144
of 556 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,452,508 | 24,586 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,698,331 | 21,756 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,123,990 | 23,741 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,780,547 | 22,733 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,282,047 | 22,289 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,816,631 | 21,721 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,970,191 | 20,685 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,054,867 | 17,094 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,831,398 | 17,572 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,211,394 | 22,798 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,705,360 | 7,994 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,143,279 | 21,914 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,016,384 | 20,194 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,147,714 | 11,330 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $429,483 | 2,340 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $734,571 | 4,298 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $566,369 | 3,216 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $656,474 | 3,089 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $709,671 | 3,140 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $635,892 | 2,908 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $655,114 | 2,908 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $187,320 | 875 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $138,028 | 709 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $743,469 | 4,834 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $298,871 | 2,051 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $749,551 | 6,493 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||