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OPTIMA CAPITAL LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 2070972 PORTLAND, OR

Position in VB

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$286,540
+$45,615 QoQ
Shares Held
1,094
+17.1% QoQ
Ownership
of shares outstanding
% of Portfolio
0.52%
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
2026-03-31 $286,540 1,094
2025-12-31 $240,925 934
2025-09-30 $265,214 1,043
2025-06-30 $450,972 1,903
2025-03-31 $427,312 1,927
2024-12-31 $525,011 2,185