C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1965756
Westlake, OH
Position in VB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$12,550,420
+$893,144 QoQ
Shares Held
47,917
+6.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.05%
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 | $12,550,420 | 47,917 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $11,657,276 | 45,192 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $12,441,666 | 48,929 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,219,232 | 38,903 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $8,277,040 | 37,326 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,994,446 | 41,595 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,522,718 | 35,929 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $6,482,111 | 29,729 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,777,693 | 29,650 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $9,270,468 | 43,456 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $7,419,106 | 39,240 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $5,626,398 | 28,289 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,780,513 | 25,219 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,294,066 | 12,499 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||