Aegis Wealth Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1628818
BETHESDA, MD
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$3,635,449
-$86,511 QoQ
Shares Held
13,880
-3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,635,449 | 13,880 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,721,960 | 14,429 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,622,218 | 14,245 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,791,024 | 20,217 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,483,119 | 20,217 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,819,731 | 15,897 | Shares | Sole | 2025-03-07 | |
| No filing history on record for this holder in this stock. | ||||||