Skip to main content

Linscomb Wealth, Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1313294 Houston, TX

Position in VB

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$574,652
-$16,569 QoQ
Shares Held
2,194
-4.3% QoQ
Ownership
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority Sole 86% Shared 0% None 14%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $574,652 2,194
2025-12-31 $591,221 2,292
2025-09-30 $696,218 2,738
2025-06-30 $686,057 2,895
2025-03-31 $657,488 2,965
2024-12-31 $705,702 2,937
2024-09-30 $695,974 2,934
2024-06-30 $639,511 2,933
2024-03-31 $588,162 2,573
2023-12-31 $559,991 2,625
2023-09-30 $608,049 3,216
2023-06-30 $335,925 1,689
2023-03-31 $273,724 1,444
2022-12-31 $312,568 1,703
2022-06-30 $272,089 1,545
2022-03-31 $308,154 1,450
2021-12-31 $273,924 1,212
2021-09-30 $286,676 1,311
2021-06-30 $277,094 1,230
2021-03-31 $319,193 1,491