RW Investment Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1631627
Eagle, ID
Position in VB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$7,353,665
-$902,552 QoQ
Shares Held
28,076
-13.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
9.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,353,665 | 28,076 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $8,256,217 | 32,469 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,203,773 | 34,618 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,718,008 | 34,805 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,182,930 | 29,894 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $6,887,155 | 29,034 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,284,417 | 24,236 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,446,989 | 19,454 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,455,397 | 20,885 | Shares | Sole | 2024-06-06 | |
| 2023-09-30 | $3,827,533 | 20,244 | Shares | Sole | 2024-06-06 | |
| 2023-06-30 | $3,886,111 | 19,539 | Shares | Sole | 2024-06-06 | |
| 2023-03-31 | $2,460,299 | 12,979 | Shares | Sole | 2024-06-06 | |
| 2022-12-31 | $1,271,014 | 6,925 | Shares | Sole | 2024-06-06 | |
| No filing history on record for this holder in this stock. | ||||||