Orion Capital Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1846758
CORONADO, CA
Position in VB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$135,936
+$2,060 QoQ
Shares Held
519
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $135,936 | 519 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $133,876 | 519 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $130,954 | 515 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $37,442 | 158 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $35,036 | 158 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $37,964 | 158 | Shares | Sole | 2025-02-18 | |
| 2024-06-30 | $34,450 | 158 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $36,117 | 158 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $33,706 | 158 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $29,873 | 158 | Shares | Sole | 2023-11-16 | |
| 2023-03-31 | $15,543 | 82 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $15,050 | 82 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $33,669 | 197 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $34,693 | 197 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $66,731 | 314 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $18,532 | 82 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $17,930 | 82 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $18,472 | 82 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $17,554 | 82 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $15,963 | 82 | Shares | Sole | 2021-02-23 | |
| No filing history on record for this holder in this stock. | ||||||