Cape Investment Advisory, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1944437
MCDONOUGH, GA
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$656,894
+$72,122 QoQ
Shares Held
2,508
+10.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $656,894 | 2,508 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $584,772 | 2,267 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $564,501 | 2,220 | Shares | Defined | 2025-12-29 | |
| 2025-06-30 | $492,918 | 2,080 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $427,534 | 1,928 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $432,263 | 1,799 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $268,996 | 1,134 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $126,899 | 582 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $128,467 | 562 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $116,904 | 548 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $153,335 | 811 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $138,427 | 696 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $133,639 | 705 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||