Smith & Howard Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1543991
ATLANTA, GA
Position in VB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$9,565,842
-$2,436,055 QoQ
Shares Held
36,522
-21.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
12.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
Derivatives in VB
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$203,424
PutShares
800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
All Filings in VB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,565,842 | 36,522 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $12,001,897 | 46,528 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $203,424 | 800 | Put | Sole | 2025-11-12 | |
| 2025-09-30 | $13,111,693 | 51,564 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,241,675 | 51,657 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $10,394,309 | 46,874 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $9,383,654 | 39,053 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,251,427 | 39,001 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $8,384,946 | 38,456 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $8,721,165 | 38,152 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $8,529,360 | 39,982 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,022,816 | 37,144 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $7,715,937 | 38,795 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $6,766,533 | 35,696 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $6,159,418 | 33,559 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,489,971 | 32,122 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $5,114,058 | 29,039 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $4,833,129 | 22,742 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,107,279 | 18,173 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,965,361 | 18,134 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $4,123,299 | 18,303 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,973,110 | 18,559 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,765,889 | 19,344 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,872,215 | 18,675 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,538,150 | 17,418 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $2,290,214 | 19,839 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||