Riverpoint Wealth Management Holdings, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1682733 CHICAGO, IL

Position in VB

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$726,566

+$16,172 QoQ

Shares Held

2,774

+0.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.63%

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%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$726,566	2,774	+0.7%	Shares	Sole	2026-05-04
2025-12-31	$710,394	2,754	+0.7%	Shares	Sole	2026-02-10
2025-09-30	$695,710	2,736	+0.3%	Shares	Sole	2025-11-05
2025-06-30	$646,244	2,727	+3.1%	Shares	Sole	2025-07-25
2025-03-31	$586,750	2,646	+0.8%	Shares	Sole	2025-05-06
2024-12-31	$630,975	2,626	+0.7%	Shares	Sole	2025-02-05
2024-09-30	$618,880	2,609	+0.4%	Shares	Sole	2024-11-04
2024-06-30	$566,467	2,598	0.0%	Shares	Sole	2024-08-01
2024-03-31	$593,876	2,598	+0.3%	Shares	Sole	2024-05-06
2023-12-31	$552,738	2,591	-0.3%	Shares	Sole	2024-02-06
2023-09-30	$491,392	2,599	+0.4%	Shares	Sole	2023-11-07
2023-06-30	$514,926	2,589	+0.3%	Shares	Sole	2023-08-08
2023-03-31	$489,064	2,580	+0.3%	Shares	Sole	2023-05-08
2022-12-31	$472,248	2,573	+0.1%	Shares	Sole	2023-02-08
2022-09-30	$439,409	2,571	0.0%	Shares	Sole	2022-11-03
2022-06-30	$452,778	2,571	+0.0%	Shares	Sole	2022-08-03
2022-03-31	$546,176	2,570	+18.5%	Shares	Sole	2022-05-04
2021-12-31	$489,989	2,168	-27.4%	Shares	Sole	2022-02-11
2021-09-30	$652,729	2,985	-66.6%	Shares	Sole	2021-11-15
2021-06-30	$2,013,102	8,936	+16.3%	Shares	Sole	2021-08-10
2021-03-31	$1,644,776	7,683	-0.5%	Shares	Sole	2021-05-04
2020-12-31	$1,502,540	7,718	+1.6%	Shares	Sole	2021-02-23
2020-09-30	$1,168,572	7,598	+6.8%	Shares	Sole	2020-11-10
2020-06-30	$1,036,652	7,114	+46.2%	Shares	Sole	2020-08-03
2020-03-31	$561,731	4,866	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.