STAGE HARBOR FINANCIAL, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1934721
WESTWOOD, MA
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$5,392,147
-$68,912 QoQ
Shares Held
20,587
-2.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
46.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,392,147 | 20,587 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,461,059 | 21,171 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,987,956 | 19,616 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,639,357 | 19,577 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,537,892 | 20,464 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,981,244 | 20,731 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,892,456 | 20,625 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,612,636 | 21,155 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $4,840,393 | 21,175 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,569,741 | 21,421 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||