Capstone Wealth Management Group LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2059649
Bend, OR
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,545,066
+$136,402 QoQ
Shares Held
5,899
+8.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.71%
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 | $1,545,066 | 5,899 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,408,664 | 5,461 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,294,793 | 5,092 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,191,061 | 5,026 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,191,684 | 5,374 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,667,302 | 6,939 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||