VB VanguardSmallCapETF

Ownership history in JT Stratford LLC  ·  33 quarters on record

AI Ownership Summary

JT Stratford LLC reported VanguardSmallCapETF (VB) in 33 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.2% in 2023 Q4. The latest visible filing shows VB at 0.13% 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 JT Stratford LLC's position in VanguardSmallCapETF, 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 Q3

VB was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2023 Q4

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 Q3

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 JT Stratford LLC held VB — position size vs. price
% of Fund (quarterly)    VB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 3,721 +4 +0.1% 0.13% $946K 2025-11-12 $254.14
2025 Q2 ADDED 3,717 +986 +36.1% 0.13% $881K 2025-08-13 $247.35
2025 Q1 REDUCED 2,731 -954 -25.9% 0.11% $606K 2025-05-14 $228.52
2024 Q4 ADDED 3,685 +64 +1.8% 0.15% $889K 2025-02-18 $245.36
2024 Q3 REDUCED 3,621 -565 -13.5% 0.15% $859K 2024-11-14 $243.82
2024 Q1 ADDED 4,186 +74 +1.8% 0.19% $957K 2024-05-14 $218.85
2023 Q4 ADDED 4,112 +336 +8.9% 0.20% $877K 2024-02-14 $207.55
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About JT Stratford 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 JT Stratford LLC reported owning VB?

JT Stratford LLC reported VB across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VB position in JT Stratford LLC's portfolio?

The largest reported portfolio weight for VB was 0.20% in 2023 Q4.

What is the latest reported VB position on this page?

The most recent filing on this page is 2025 Q3, when JT Stratford LLC reported 3,721 shares, equal to 0.13% of portfolio, with an estimated market value of $946K.

What does the chart on this VB ownership page compare?

The chart compares JT Stratford 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.

← Back to JT Stratford LLC Holdings