VB β€” VANGUARD SMALL-CAP ETF

Ownership history in CONQUIS FINANCIAL LLC  Β·  5 quarters on record

AI Ownership Summary

CONQUIS FINANCIAL LLC reported VANGUARD SMALL-CAP ETF (VB) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.11% in 2024 Q4. The latest visible filing shows VB at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CONQUIS FINANCIAL LLC's position in VANGUARD SMALL-CAP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VB was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CONQUIS FINANCIAL LLC held VB β€” position size vs. price
% of Fund (quarterly)    VB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 434 β€” 0% 0.10% $112K 2026-02-14 (Est.) $275.26
2025 Q3 REDUCED 434 -12 -2.7% 0.10% $111K 2025-10-31 $253.14
2025 Q2 UNCHANGED 446 β€” 0% 0.10% $106K 2025-08-11 $236.97
2025 Q1 UNCHANGED 446 β€” 0% 0.10% $99K 2025-05-09 $220.34
2024 Q4 INITIATED 446 β€” β€” 0.11% $107K 2025-02-12 $240.78

FAQ About CONQUIS FINANCIAL LLC and VB

These are the practical questions this page is built to answer before you even open the full history table.

How long has CONQUIS FINANCIAL LLC reported owning VB?

CONQUIS FINANCIAL LLC reported VB across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported VB position in CONQUIS FINANCIAL LLC's portfolio?

The largest reported portfolio weight for VB was 0.11% in 2024 Q4.

What is the latest reported VB position on this page?

The most recent filing on this page is 2025 Q4, when CONQUIS FINANCIAL LLC reported 434 shares, equal to 0.10% of portfolio, with an estimated market value of $112K.

What does the chart on this VB ownership page compare?

The chart compares CONQUIS FINANCIAL LLC's quarterly VB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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