Agate Pass Investment Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1900409
BAINBRIDGE ISLAND, WA
Position in VB
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$11,041,499
-$18,107 QoQ
Shares Held
42,156
-1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,041,499 | 42,156 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $11,059,606 | 42,875 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $10,669,588 | 41,960 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $10,054,350 | 42,427 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,897,367 | 44,633 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $11,743,204 | 48,873 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $11,257,986 | 47,460 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $10,067,124 | 46,171 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $10,774,818 | 47,136 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $9,541,610 | 44,727 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $7,765,104 | 41,070 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $8,495,387 | 42,714 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,363,647 | 38,846 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,167,127 | 33,601 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,760,692 | 33,706 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $6,164,730 | 35,005 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $7,460,089 | 35,103 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $8,844,675 | 39,134 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||