Carmel Capital Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1900481
SAN DIEGO, CA
Position in VB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$258,253
-$16,463 QoQ
Shares Held
986
-7.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $258,253 | 986 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $274,716 | 1,065 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $274,368 | 1,079 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $258,071 | 1,089 | Shares | Sole | 2025-07-29 | |
| 2023-09-30 | $1,215,152 | 6,427 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||