Gradient Capital Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1727917
SAN DIEGO, CA
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$3,389,244
+$26,350 QoQ
Shares Held
12,940
-0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,389,244 | 12,940 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,362,894 | 13,037 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,383,703 | 13,307 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,198,519 | 13,497 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,935,748 | 13,239 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,162,805 | 13,163 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,267,093 | 13,773 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,960,111 | 13,576 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,368,273 | 14,735 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $3,139,150 | 14,715 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,783,488 | 14,722 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,902,202 | 14,592 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,771,556 | 14,621 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,734,378 | 14,898 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,620,733 | 15,334 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,692,369 | 15,288 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,003,545 | 14,133 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,047,292 | 13,483 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,913,121 | 13,322 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,117,199 | 13,837 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,887,082 | 13,486 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $2,839,018 | 14,583 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $2,474,949 | 16,092 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $2,318,988 | 15,914 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,722,711 | 14,923 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||