Sagace Wealth Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2027449
ST. PETERSBURG, FL
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$4,146,979
+$34,225 QoQ
Shares Held
15,833
-0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
9.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,146,979 | 15,833 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,112,754 | 15,944 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,043,052 | 15,900 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,585,981 | 15,132 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,047,917 | 22,764 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,445,946 | 22,665 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $6,057,394 | 25,536 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,379,115 | 20,084 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||