SHEETS SMITH WEALTH MANAGEMENT
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1157436
WINSTON-SALEM, NC
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$356,473
+$5,404 QoQ
Shares Held
1,361
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $356,473 | 1,361 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $351,069 | 1,361 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $343,532 | 1,351 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $320,159 | 1,351 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $300,027 | 1,353 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $325,579 | 1,355 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $321,419 | 1,355 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $300,241 | 1,377 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $323,226 | 1,414 | Shares | Sole | 2024-05-08 | |
| 2023-09-30 | $71,279 | 377 | Shares | Sole | 2023-10-23 | |
| No filing history on record for this holder in this stock. | ||||||