U.S. Capital Wealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1808915
AUSTIN, TX
Position in VB
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$10,745,268
-$477,104 QoQ
Shares Held
41,025
-5.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,745,268 | 41,025 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $11,222,372 | 43,506 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $11,784,606 | 46,345 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $10,407,450 | 43,917 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $10,085,855 | 45,483 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,075,706 | 46,095 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $11,479,540 | 48,394 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $11,481,550 | 52,658 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $14,188,809 | 62,071 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $13,359,577 | 62,624 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $12,031,091 | 63,633 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $13,766,966 | 69,219 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $13,146,365 | 69,352 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $12,646,823 | 68,905 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $12,379,865 | 72,435 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $15,667,978 | 88,967 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $18,258,018 | 85,912 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $18,810,134 | 83,227 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $16,778,986 | 76,732 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||