Capital Advisors Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1824700
YAKIMA, WA
Position in VB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$11,100,431
+$4,336,725 QoQ
Shares Held
42,381
+61.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,100,431 | 42,381 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,763,706 | 26,221 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,630,605 | 26,076 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,373,465 | 18,455 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $411,346 | 1,855 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $371,713 | 1,547 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $346,801 | 1,462 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $258,377 | 1,185 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $265,164 | 1,160 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $238,289 | 1,117 | Shares | Sole | 2024-01-09 | |
| 2022-12-31 | $203,178 | 1,107 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||