Segment Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1575581
HOUSTON, TX
Position in VB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$898,647
+$13,621 QoQ
Shares Held
3,431
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $898,647 | 3,431 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $885,026 | 3,431 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $869,383 | 3,419 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $808,812 | 3,413 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $756,832 | 3,413 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $818,393 | 3,406 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $805,090 | 3,394 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $741,772 | 3,402 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $777,663 | 3,402 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $724,682 | 3,397 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $648,699 | 3,431 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $624,315 | 3,139 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $593,891 | 3,133 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $573,746 | 3,126 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $532,555 | 3,116 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $623,253 | 3,539 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $751,045 | 3,534 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $700,404 | 3,099 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $675,908 | 3,091 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $695,439 | 3,087 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $659,794 | 3,082 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $599,225 | 3,078 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $471,243 | 3,064 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $446,048 | 3,061 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $353,361 | 3,061 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||