Sunbeam Capital Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2057278
ATLANTA, GA
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,185,449
+$21,837 QoQ
Shares Held
4,526
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,185,449 | 4,526 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,163,612 | 4,511 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,140,445 | 4,485 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,059,774 | 4,472 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $991,666 | 4,472 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,070,687 | 4,456 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||