Annis Gardner Whiting Capital Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1998414
TAMPA, FL
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,913,084
+$392,325 QoQ
Shares Held
14,940
+9.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,913,084 | 14,940 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,520,759 | 13,649 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,622,643 | 10,314 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,095,140 | 8,841 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,938,538 | 8,742 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,888,600 | 7,860 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,762,944 | 7,432 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,625,706 | 7,456 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,682,879 | 7,362 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,663,334 | 7,797 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,365,274 | 7,221 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||