Mascoma Wealth Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1695664
HANOVER, NH
Position in VB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$429,286
-$1,748 QoQ
Shares Held
1,639
-1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $429,286 | 1,639 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $431,034 | 1,671 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $433,801 | 1,706 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $416,136 | 1,756 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $433,743 | 1,956 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $439,472 | 1,829 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $433,857 | 1,829 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $493,206 | 2,262 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $480,496 | 2,102 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $427,086 | 2,002 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $269,424 | 1,425 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $283,418 | 1,425 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $436,935 | 2,305 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $716,356 | 3,903 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,464,009 | 14,417 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,593,748 | 14,728 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $3,341,877 | 15,725 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,905,452 | 17,280 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,979,575 | 18,199 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $4,060,446 | 18,024 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $4,005,008 | 18,708 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $5,231,440 | 26,872 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||