Florida Trust Wealth Management Co
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1651023
SANIBEL, FL
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,275,100
+$261,110 QoQ
Shares Held
31,594
+1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,275,100 | 31,594 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,013,990 | 31,068 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $8,472,863 | 33,321 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,144,054 | 34,366 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,688,386 | 39,181 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $9,291,867 | 38,671 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $8,811,877 | 37,148 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $8,223,378 | 37,715 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $8,792,256 | 38,463 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $8,025,047 | 37,618 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||