Ascent Wealth Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1546865
NEW HARTFORD, NY
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$13,921,048
New position
Shares Held
53,150
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
2.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in VB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,921,048 | 53,150 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||