FIDELIS CAPITAL PARTNERS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1962755
TAMPA, FL
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,914,181
+$852,850 QoQ
Shares Held
16,212
+4.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#177
of 556 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,914,181 | 16,212 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,061,331 | 15,506 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,866,154 | 14,988 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,339,459 | 13,133 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,962,723 | 12,502 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,274,046 | 10,255 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,401,838 | 9,996 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,899,655 | 12,224 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,531,662 | 11,611 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,994,986 | 13,102 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,053,941 | 9,628 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,448,843 | 7,663 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,524,094 | 7,663 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,252,991 | 6,610 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||