Truvestments Capital LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1750405 SARASOTA, FL

Position in VB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,451,035

+$678,895 QoQ

Shares Held

4,787

+62.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#274

of 556 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,451,035	4,787	+62.4%	Shares	Sole	2026-08-12
2026-03-31	$772,140	2,948	+2.8%	Shares	Sole	2026-05-13
2025-12-31	$739,800	2,868	+1.1%	Shares	Sole	2026-02-13
2025-09-30	$721,646	2,838	-9.5%	Shares	Sole	2025-11-14
2025-06-30	$743,169	3,136	0.0%	Shares	Sole	2025-08-13
2025-03-31	$695,408	3,136	+938.4%	Shares	Sole	2025-05-14
2024-12-31	$72,564	302	+4.9%	Shares	Sole	2025-02-10
2024-09-30	$68,316	288	-72.9%	Shares	Sole	2024-11-13
2024-03-31	$242,533	1,061	+0.3%	Shares	Sole	2024-05-14
2023-12-31	$225,703	1,058	+0.5%	Shares	Sole	2024-02-14
2023-09-30	$199,090	1,053	-6.6%	Shares	Sole	2023-11-13
2023-06-30	$224,149	1,127	-7.8%	Shares	Sole	2023-08-10
2023-03-31	$231,831	1,223	+7.3%	Shares	Sole	2023-05-12
2022-12-31	$209,235	1,140	-32.2%	Shares	Sole	2023-02-14
2022-09-30	$287,470	1,682	+0.2%	Shares	Sole	2022-11-15
2022-06-30	$295,512	1,678	+29.3%	Shares	Sole	2022-08-09
2022-03-31	$275,850	1,298	+16.6%	Shares	Sole	2022-05-02
2021-12-31	$251,549	1,113	+27.5%	Shares	Sole	2022-02-14
2021-09-30	$190,898	873	+1930.2%	Shares	Sole	2021-10-29
2021-06-30	$9,687	43	+43.3%	Shares	Sole	2021-08-12
2021-03-31	$6,422	30	-98.7%	Shares	Sole	2021-05-18
2020-03-31	$266,089	2,305	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.