VISTA INVESTMENT PARTNERS II, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2035219
RICHMOND, IN
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$922,482
+$228,339 QoQ
Shares Held
3,522
+30.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
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 | $922,482 | 3,522 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $694,143 | 2,691 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $526,613 | 2,071 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $473,486 | 1,998 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $425,760 | 1,920 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $247,968 | 1,032 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||