REGATTA CAPITAL GROUP, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1911488
EL SEGUNDO, CA
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,155,190
+$160,418 QoQ
Shares Held
3,811
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#300
of 556 holders
Holding Since
Dec 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,155,190 | 3,811 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $994,772 | 3,798 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $979,694 | 3,798 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $965,501 | 3,797 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $899,813 | 3,797 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,179,044 | 5,317 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,277,568 | 5,317 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $900,686 | 3,797 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $827,897 | 3,797 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $867,956 | 3,797 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $813,000 | 3,811 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $720,545 | 3,811 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $757,969 | 3,811 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $716,347 | 3,779 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $693,597 | 3,779 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $645,868 | 3,779 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $665,519 | 3,779 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $803,113 | 3,779 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $854,091 | 3,779 | Shares | Sole | 2022-02-23 | |
| No filing history on record for this holder in this stock. | ||||||