INVICTUS PRIVATE WEALTH, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1939208
Denver, CO
Position in VB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$98,408,320
+$3,120,043 QoQ
Shares Held
375,719
+1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
13.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $98,408,320 | 375,719 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $95,288,277 | 369,406 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $91,492,995 | 359,812 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $82,650,566 | 348,766 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $73,297,023 | 330,539 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $77,094,078 | 320,851 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $74,289,427 | 313,180 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $66,678,812 | 305,810 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $67,536,001 | 295,446 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $61,742,608 | 289,423 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $52,749,773 | 278,996 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $53,714,818 | 270,073 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $49,045,427 | 258,733 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $45,886,101 | 250,006 | Shares | Sole | 2023-06-05 | |
| No filing history on record for this holder in this stock. | ||||||