Osprey Private Wealth LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2041805
NEW YORK, NY
Position in VB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$486,647
+$200,839 QoQ
Shares Held
1,858
+67.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $486,647 | 1,858 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $285,808 | 1,108 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $218,172 | 858 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||