Gallagher Capital Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2034519
Argyle, TX
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$278,682
-$1,701,342 QoQ
Shares Held
1,064
-86.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $278,682 | 1,064 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,980,024 | 7,676 | Shares | Sole | 2026-02-12 | |
| 2025-03-31 | $349,921 | 1,578 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $439,952 | 1,831 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||