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SWAN Capital LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1952722 PENSACOLA, FL

Position in VB

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$135,797
+$34,165 QoQ
Shares Held
448
+13.7% QoQ
Ownership
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#514
of 556 holders
Holding Since
Jun 2024
8 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
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $135,797 448
2025-12-31 $101,632 394
2025-09-30 $100,186 394
2025-06-30 $93,370 394
2025-03-31 $87,369 394
2024-12-31 $94,670 394
2024-09-30 $93,460 394
2024-06-30 $85,907 394