Capital Squared Financial LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2128691
ROCKVILLE, MD
Position in VB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,752,506
+$239,888 QoQ
Shares Held
6,691
+14.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,752,506 | 6,691 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,512,618 | 5,864 | Shares | Sole | 2026-04-17 | |
| 2025-09-30 | $1,432,613 | 5,634 | Shares | Sole | 2026-04-17 | |
| 2025-06-30 | $768,763 | 3,244 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||