Orgel Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1658535
ALTOONA, WI
Position in VB
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$8,852,634
+$35,130 QoQ
Shares Held
33,799
-1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
31.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,852,634 | 33,799 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $8,817,504 | 34,183 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $9,344,535 | 36,749 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $11,614,626 | 49,011 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $10,093,616 | 45,518 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $10,663,626 | 44,380 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $10,484,919 | 44,201 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $10,497,971 | 48,147 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $11,420,584 | 49,961 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $11,923,867 | 55,894 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $8,424,391 | 44,557 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $7,533,356 | 37,877 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $9,060,399 | 47,797 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $9,148,184 | 49,843 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $8,498,157 | 49,723 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $202,874,493 | 1,151,976 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||