Shakespeare Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1658509
Pewaukee, WI
Position in VB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$306,184
+$4,641 QoQ
Shares Held
1,169
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $306,184 | 1,169 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $301,543 | 1,169 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $297,253 | 1,169 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $281,295 | 1,187 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $263,217 | 1,187 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $286,173 | 1,191 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $282,279 | 1,190 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $259,467 | 1,190 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $271,107 | 1,186 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $255,782 | 1,199 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||