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Brightwater Advisory LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 2034566 TAMPA, FL

Position in VB

as of Mar 31, 2026 · filed May 1, 2026
Position Value
$6,570,001
+$193,735 QoQ
Shares Held
25,084
+1.5% QoQ
Ownership
of shares outstanding
% of Portfolio
16.16%
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
2026-03-31 $6,570,001 25,084
2025-12-31 $6,376,266 24,719
2025-09-30 $6,297,498 24,766
2025-06-30 $5,972,606 25,203
2025-03-31 $5,419,791 24,441
2024-12-31 $5,806,606 24,166
2024-09-30 $5,895,142 24,852
2024-06-30 $5,494,826 25,201
2024-03-31 $5,693,491 24,907
2023-12-31 $5,214,638 24,444