Fiduciary Wealth Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1666504
Newton, MA
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$13,873,116
-$4,412,185 QoQ
Shares Held
52,967
-25.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
16.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,873,116 | 52,967 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $18,285,301 | 70,887 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $18,081,342 | 71,108 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $5,110,710 | 21,566 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $12,013,749 | 54,177 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||