Mountain Capital Investment Advisors Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1714506
WESTMINSTER, CO
Position in VB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$37,636,070
+$2,439,051 QoQ
Shares Held
143,693
+5.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
50.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,636,070 | 143,693 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $35,197,019 | 136,449 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $33,363,315 | 131,207 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $33,286,684 | 140,462 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $37,343,143 | 168,402 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $36,913,976 | 153,629 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $23,071,993 | 97,264 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $21,869,193 | 100,299 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $20,392,513 | 89,210 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $17,262,023 | 80,917 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $15,222,214 | 80,511 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,519,746 | 67,976 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||