CALDWELL SUTTER CAPITAL, INC.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 702007
SAUSALITO, CA
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$212,940
-$20,504 QoQ
Shares Held
813
-10.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,940 | 813 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $233,444 | 905 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $229,360 | 902 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $218,969 | 924 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $203,123 | 916 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $219,856 | 915 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $219,419 | 925 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $199,942 | 917 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $200,702 | 878 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $172,370 | 808 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $137,832 | 729 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $131,267 | 660 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $28,813 | 152 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,506 | 30 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||