MISSION WEALTH MANAGEMENT, LP
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1645382
Santa Barbara, CA
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$294,699,811
+$4,850,941 QoQ
Shares Held
1,125,152
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
14.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $294,699,811 | 1,125,152 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $289,848,870 | 1,123,663 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $283,928,539 | 1,116,598 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $256,252,872 | 1,081,327 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $234,289,075 | 1,056,546 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $251,503,959 | 1,046,712 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $240,312,469 | 1,013,079 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $211,822,807 | 971,486 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $223,358,031 | 977,112 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $189,529,838 | 888,435 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $159,635,771 | 844,321 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $158,265,126 | 795,742 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $140,764,412 | 742,585 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $126,021,133 | 686,614 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $115,545,756 | 676,062 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $110,029,125 | 624,775 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $123,018,689 | 578,857 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $130,571,853 | 577,726 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $120,324,916 | 550,258 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $115,494,297 | 512,670 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $102,725,645 | 479,847 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $87,050,383 | 447,146 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $60,901,108 | 395,976 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $48,886,582 | 335,483 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $25,314,606 | 219,288 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||