American Capital Advisory, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2018007
KETCHUM, ID
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$72,551
-$14,636 QoQ
Shares Held
277
-18.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,551 | 277 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $87,187 | 338 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $114,680 | 451 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $72,752 | 307 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $68,077 | 307 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $73,765 | 307 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $74,246 | 313 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,308 | 6 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $12,572 | 55 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,279 | 6 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||