SeaCrest Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1728121
PURCHASE, NY
Position in VB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$2,152,458
+$189,459 QoQ
Shares Held
8,218
+8.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,152,458 | 8,218 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,962,999 | 7,610 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,956,430 | 7,694 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,724,740 | 7,278 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,516,326 | 6,838 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,670,907 | 6,954 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,612,553 | 6,798 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,239,339 | 5,684 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,207,183 | 5,281 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,132,355 | 5,308 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $855,541 | 4,525 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $883,071 | 4,440 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $751,794 | 3,966 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $727,369 | 3,963 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $662,618 | 3,877 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $642,097 | 3,646 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $738,719 | 3,476 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $916,922 | 4,057 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $577,288 | 2,640 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $491,110 | 2,180 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $391,124 | 1,827 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $502,079 | 2,579 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||