RWA WEALTH PARTNERS, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1544576 BOSTON, MA

Position in VB

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$9,774,330

+$726,476 QoQ

Shares Held

37,318

+6.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 41% Shared 0% None 59%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,774,330	37,318	+6.4%	Shares	Sole	2026-05-13
2025-12-31	$9,047,854	35,076	-9.3%	Shares	Sole	2026-02-12
2025-09-30	$9,835,041	38,678	-1.0%	Shares	Sole	2025-11-10
2025-06-30	$9,255,963	39,058	+2.1%	Shares	Sole	2025-08-06
2025-03-31	$8,478,833	38,236	+5.8%	Shares	Sole	2025-05-13
2024-12-31	$8,681,075	36,129	+12.5%	Shares	Sole	2025-02-12
2024-09-30	$7,620,607	32,126	+11.2%	Shares	Sole	2024-11-08
2024-06-30	$6,297,866	28,884	+1.9%	Shares	Sole	2024-08-12
2024-03-31	$6,480,983	28,352	+50.0%	Shares	Sole	2024-04-29
2023-12-31	$4,033,216	18,906	+93.5%	Shares	Sole	2024-02-01
2023-09-30	$1,847,213	9,770	+4.0%	Shares	Sole	2023-10-11
2023-06-30	$1,868,173	9,393	+560.5%	Shares	Sole	2023-08-04
2023-03-31	$269,554	1,422	+33.1%	Shares	Sole	2023-04-26
2022-12-31	$196,020	1,068	-27.0%	Shares	Sole	2023-01-19
2022-09-30	$250,041	1,463	+3.2%	Shares	Sole	2022-10-14
2022-06-30	$249,547	1,417	-3.1%	Shares	Sole	2022-07-14
2022-03-31	$310,704	1,462	-4.4%	Shares	Sole	2022-05-04
2021-12-31	$345,795	1,530	0.0%	Shares	Sole	2022-01-31
2021-09-30	$334,565	1,530	0.0%	Shares	Sole	2021-11-05
2021-06-30	$344,678	1,530	-0.6%	Shares	Sole	2021-07-09
2021-03-31	$329,683	1,540	-8.1%	Shares	Sole	2021-05-05
2020-12-31	$326,089	1,675	-2.0%	Shares	Sole	2021-01-26
2020-09-30	$262,844	1,709	-13.0%	Shares	Sole	2020-11-13
2020-06-30	$286,339	1,965	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.