RKL Wealth Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1604723
LANCASTER, PA
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$238,555
+$35,999 QoQ
Shares Held
787
-6.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#480
of 556 holders
Holding Since
Mar 2024
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,555 | 787 | Shares | Sole | 2026-08-11 | |
| 2024-12-31 | $202,556 | 843 | Shares | Sole | 2025-02-07 | |
| 2024-03-31 | $205,045 | 897 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||