CAMELOT TECHNOLOGY ADVISORS, INC.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2021818
SAN FRANCISCO, CA
Position in VB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$227,608
+$3,450 QoQ
Shares Held
869
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,608 | 869 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $224,158 | 869 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $220,969 | 869 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $205,935 | 869 | Shares | Sole | 2025-07-09 | |
| 2024-12-31 | $208,803 | 869 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $206,135 | 869 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||