GWN SECURITIES INC.
Broker-DealerPosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 1265905
Palm Beach Gardens, FL
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$257,205
-$6,161 QoQ
Shares Held
982
-3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $257,205 | 982 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $263,366 | 1,021 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $249,702 | 982 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $464,006 | 1,958 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $371,874 | 1,677 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||