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Waterloo Capital, L.P.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1730942 Austin, TX

Position in VB

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$846,525
+$8,962 QoQ
Shares Held
3,232
-0.5% QoQ
Ownership
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $846,525 3,232
2025-12-31 $837,563 3,247
2025-09-30 $834,292 3,281
2025-06-30 $773,028 3,262
2025-03-31 $723,348 3,262
2024-12-31 $778,747 3,241
2024-09-30 $973,984 4,106
2024-06-30 $1,023,915 4,696
2024-03-31 $1,067,743 4,671
2023-12-31 $914,119 4,285
2023-09-30 $738,318 3,905
2023-06-30 $747,229 3,757
2023-03-31 $598,061 3,155