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Capital Square, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1798736 ATHENS, TN

Position in VB

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$592,599
+$121,405 QoQ
Shares Held
1,955
+8.7% QoQ
Ownership
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#383
of 556 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $592,599 1,955
2026-03-31 $471,194 1,799
2025-12-31 $589,157 2,284
2025-09-30 $596,286 2,345
2025-06-30 $555,718 2,345
2025-03-31 $564,353 2,545
2024-12-31 $530,778 2,209
2024-09-30 $227,247 958
2023-06-30 $386,642 1,944
2023-03-31 $368,504 1,944