1 NORTH WEALTH SERVICES LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1641761
ANNAPOLIS, MD
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$152,437
+$12,887 QoQ
Shares Held
582
+7.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $152,437 | 582 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $139,550 | 541 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $95,100 | 374 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $156,406 | 660 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $151,455 | 683 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||