CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1923052
DUNMORE, PA
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,284,979
+$19,477 QoQ
Shares Held
4,906
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,284,979 | 4,906 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,265,502 | 4,906 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,241,649 | 4,883 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,160,491 | 4,897 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,195,454 | 5,391 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,888,841 | 7,861 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,150,231 | 4,849 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,068,832 | 4,902 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,120,548 | 4,902 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,040,410 | 4,877 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $929,279 | 4,915 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $997,831 | 5,017 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $952,918 | 5,027 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,608,837 | 14,214 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $2,515,624 | 14,719 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,557,997 | 14,525 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,204,801 | 15,080 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $4,245,145 | 18,783 | Shares | Sole | 2022-04-12 | |
| No filing history on record for this holder in this stock. | ||||||