UPTICK PARTNERS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2005353
NACOGDOCHES, TX
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,491,896
+$40,928 QoQ
Shares Held
5,696
+1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,491,896 | 5,696 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,450,968 | 5,625 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,249,277 | 4,913 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,229,689 | 5,189 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,034,020 | 4,663 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,140,609 | 4,747 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,288,050 | 5,430 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,390,659 | 6,378 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,488,120 | 6,510 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,534,268 | 7,192 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||