Affinity Capital Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1810023
BERKELEY, CA
Position in VB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$2,182,317
+$141,159 QoQ
Shares Held
8,332
+5.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,182,317 | 8,332 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,041,158 | 7,913 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,010,083 | 7,905 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,882,332 | 7,943 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,780,652 | 8,030 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,119,029 | 8,819 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,100,731 | 8,856 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,074,214 | 9,513 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,178,005 | 9,528 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,050,954 | 9,614 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,947,231 | 10,299 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,450,523 | 12,321 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,630,145 | 13,875 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,624,438 | 14,299 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,371,205 | 13,874 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,365,861 | 13,434 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,574,042 | 12,112 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,802,297 | 12,399 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,957,511 | 13,525 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,090,616 | 13,719 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,021,311 | 14,113 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,934,411 | 15,073 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,300,848 | 14,960 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,094,725 | 14,375 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,379,623 | 11,951 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||