NORTHCAPE WEALTH MANAGEMENT, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1902806
WILLIAMSVILLE, NY
Position in VB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$297,803
+$7,352 QoQ
Shares Held
1,137
+1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $297,803 | 1,137 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $290,451 | 1,126 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $285,556 | 1,123 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $263,047 | 1,110 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $240,377 | 1,084 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||