Shade Tree Advisors LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1804785
Saratoga Springs, NY
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$292,040
-$23,432 QoQ
Shares Held
1,115
-8.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $292,040 | 1,115 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $315,472 | 1,223 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $283,522 | 1,115 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $264,232 | 1,115 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $247,251 | 1,115 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $267,912 | 1,115 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||