Coastwise Capital Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1934500
LA JOLLA, CA
Position in VB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$419,595
+$6,360 QoQ
Shares Held
1,602
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $419,595 | 1,602 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $413,235 | 1,602 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $407,356 | 1,602 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $379,641 | 1,602 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $355,243 | 1,602 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $384,928 | 1,602 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $380,010 | 1,602 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $349,300 | 1,602 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $366,201 | 1,602 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $341,754 | 1,602 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $302,890 | 1,602 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||