Wealthquest Corp

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1632968 CINCINNATI, OH

Position in VB

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$39,822,840

+$603,607 QoQ

Shares Held

152,042

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

18.68%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$39,822,840	152,042	0.0%	Shares	Sole	2026-05-07
2025-12-31	$39,219,233	152,042	+1.7%	Shares	Sole	2026-02-09
2025-09-30	$38,031,133	149,564	+1.1%	Shares	Sole	2025-11-05
2025-06-30	$35,058,347	147,938	+3.3%	Shares	Sole	2025-08-13
2025-03-31	$31,761,252	143,230	-0.7%	Shares	Sole	2025-05-08
2024-12-31	$34,674,566	144,309	+1.0%	Shares	Sole	2025-01-16
2024-09-30	$33,890,192	142,870	+6.1%	Shares	Sole	2024-11-21
2024-06-30	$29,369,115	134,696	+3.0%	Shares	Sole	2024-08-26
2024-03-31	$29,901,857	130,810	-2.7%	Shares	Sole	2024-05-09
2023-12-31	$28,677,311	134,427	+0.6%	Shares	Sole	2024-02-16
2023-09-30	$25,273,175	133,671	+2.4%	Shares	Sole	2023-11-15
2023-06-30	$25,961,907	130,534	+1.4%	Shares	Sole	2023-08-14
2023-03-31	$24,402,817	128,734	+1.4%	Shares	Sole	2023-05-04
2022-12-31	$23,299,301	126,944	+1.7%	Shares	Sole	2023-02-10
2022-09-30	$21,341,189	124,868	+89.8%	Shares	Sole	2022-11-08
2022-06-30	$11,586,100	65,789	-35.5%	Shares	Sole	2022-08-12
2022-03-31	$21,664,713	101,942	0.0%	Shares	Sole	2022-08-18
2021-12-31	$23,039,911	101,942	+8.2%	Shares	Sole	2022-02-14
2021-09-30	$20,611,396	94,258	+31.5%	Shares	Sole	2021-11-15
2021-06-30	$16,149,647	71,687	+71.5%	Shares	Sole	2021-08-10
2021-03-31	$8,951,112	41,812	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.