LODESTAR PRIVATE ASSET MANAGEMENT LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1963040
ALAMO, CA
Position in VB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,589,854
+$117,734 QoQ
Shares Held
6,070
+6.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,589,854 | 6,070 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,472,120 | 5,707 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,472,281 | 5,790 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,270,923 | 5,363 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $930,906 | 4,198 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $991,875 | 4,128 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $951,449 | 4,011 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $878,047 | 4,027 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $922,132 | 4,034 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $857,159 | 4,018 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $754,200 | 3,989 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $860,000 | 4,324 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $825,723 | 4,356 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $864,289 | 4,709 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||