Stratos Investment Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1707206
BEACHWOOD, OH
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$839,339
+$102,559 QoQ
Shares Held
2,769
-1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#343
of 556 holders
Holding Since
Sep 2021
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $839,339 | 2,769 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $736,780 | 2,813 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $722,002 | 2,799 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $683,504 | 2,688 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $636,291 | 2,685 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $696,295 | 3,140 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $759,044 | 3,159 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $494,820 | 2,086 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $453,741 | 2,081 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $475,695 | 2,081 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $443,299 | 2,078 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $421,437 | 2,229 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $451,281 | 2,269 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $429,353 | 2,265 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $424,711 | 2,314 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $377,369 | 2,208 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $427,242 | 2,426 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $514,723 | 2,422 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $542,876 | 2,402 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $625,833 | 2,862 | Shares | Sole | 2021-10-19 | |
| No filing history on record for this holder in this stock. | ||||||