REDW Wealth LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1688931 ALBUQUERQUE, NM

Position in VB

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$413,833

-$64,922 QoQ

Shares Held

1,580

-14.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.11%

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	$413,833	1,580	-14.9%	Shares	Sole	2026-05-08
2025-12-31	$478,755	1,856	-11.2%	Shares	Sole	2026-01-28
2025-09-30	$531,190	2,089	-4.3%	Shares	Sole	2025-10-31
2025-06-30	$517,090	2,182	+2.2%	Shares	Sole	2025-08-04
2025-03-31	$473,658	2,136	-40.2%	Shares	Sole	2025-04-29
2024-12-31	$858,520	3,573	+11.0%	Shares	Sole	2025-02-07
2024-09-30	$763,341	3,218	-5.3%	Shares	Sole	2024-10-29
2024-06-30	$741,117	3,399	-0.1%	Shares	Sole	2024-08-12
2024-03-31	$777,663	3,402	-10.3%	Shares	Sole	2024-05-01
2023-12-31	$809,160	3,793	-5.4%	Shares	Sole	2024-01-26
2023-09-30	$757,792	4,008	-2.2%	Shares	Sole	2023-10-30
2023-06-30	$815,051	4,098	-11.3%	Shares	Sole	2023-08-04
2023-03-31	$876,146	4,622	+10.9%	Shares	Sole	2023-05-10
2022-12-31	$764,627	4,166	-9.3%	Shares	Sole	2023-02-13
2022-09-30	$784,818	4,592	-6.7%	Shares	Sole	2022-10-31
2022-06-30	$867,165	4,924	-3.6%	Shares	Sole	2022-07-29
2022-03-31	$1,085,127	5,106	-5.3%	Shares	Sole	2022-05-10
2021-12-31	$1,218,193	5,390	+4.4%	Shares	Sole	2022-02-07
2021-09-30	$1,128,774	5,162	-5.5%	Shares	Sole	2021-11-03
2021-06-30	$1,230,028	5,460	-1.9%	Shares	Sole	2021-07-30
2021-03-31	$1,190,927	5,563	-5.4%	Shares	Sole	2021-05-04
2020-12-31	$1,144,329	5,878	+0.1%	Shares	Sole	2021-02-08
2020-09-30	$903,421	5,874	-6.0%	Shares	Sole	2020-10-29
2020-06-30	$910,604	6,249	-13.0%	Shares	Sole	2020-08-05
2020-03-31	$828,859	7,180	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.