VB VANGUARD SMALL-CAP ETF

Ownership history in Elm Partners Management LLC  ·  29 quarters on record

AI Ownership Summary

Elm Partners Management LLC reported VANGUARD SMALL-CAP ETF (VB) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.05% in 2024 Q3. The latest visible filing shows VB at 0.88% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Elm Partners Management 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 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.05% in 2024 Q3

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

Time in book
Holding Window
2023 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 Elm Partners Management LLC held VB — position size vs. price
% of Fund (quarterly)    VB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 74,845 -2,164 -2.8% 0.88% $19.3M 2026-02-14 (Est.) $275.26
2025 Q3 ADDED 77,009 +51,353 +200.2% 0.98% $19.6M 2025-11-04 $249.29
2025 Q2 REDUCED 25,656 -14,029 -35.4% 0.35% $6.1M 2025-08-05 $238.88
2025 Q1 REDUCED 39,685 -65,536 -62.3% 0.57% $8.8M 2025-05-13 $229.75
2024 Q4 REDUCED 105,221 -15,763 -13.0% 1.73% $25.3M 2025-02-13 $243.71
2024 Q3 ADDED 120,984 +59,415 +96.5% 2.05% $28.7M 2024-11-07 $245.88
2024 Q2 REDUCED 61,569 -1,888 -3.0% 1.03% $13.4M 2024-07-31 $227.74
2024 Q1 REDUCED 63,457 -3,556 -5.3% 1.15% $14.5M 2024-04-30 $207.80
2023 Q4 ADDED 67,013 +4,564 +7.3% 1.30% $14.3M 2024-01-29 $206.46
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Elm Partners Management 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 Elm Partners Management LLC reported owning VB?

Elm Partners Management LLC reported VB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VB position in Elm Partners Management LLC's portfolio?

The largest reported portfolio weight for VB was 2.05% in 2024 Q3.

What is the latest reported VB position on this page?

The most recent filing on this page is 2025 Q4, when Elm Partners Management LLC reported 74,845 shares, equal to 0.88% of portfolio, with an estimated market value of $19.3M.

What does the chart on this VB ownership page compare?

The chart compares Elm Partners Management 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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