Platform Technology Partners
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1830817
NEW YORK, NY
Position in VB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$612,368
+$32,239 QoQ
Shares Held
2,338
+4.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $612,368 | 2,338 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $580,129 | 2,249 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $568,061 | 2,234 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $415,425 | 1,753 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $376,531 | 1,698 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $443,556 | 1,846 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $430,536 | 1,815 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $333,165 | 1,528 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $314,661 | 1,475 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $201,926 | 1,068 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $217,187 | 1,092 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $275,241 | 1,452 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $275,677 | 1,502 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $293,965 | 1,720 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $284,769 | 1,617 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $220,383 | 1,037 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $210,189 | 930 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||