Fusion Family Wealth, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1696209
WOODBURY, NY
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$115,698,707
+$4,844,179 QoQ
Shares Held
441,733
+2.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
37.21%
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%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115,698,707 | 441,733 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $110,854,528 | 429,752 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $105,225,641 | 413,818 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $97,743,822 | 412,456 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $87,969,333 | 396,705 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $94,560,512 | 393,543 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $89,606,551 | 377,752 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $77,929,240 | 357,408 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $80,651,352 | 352,821 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $72,787,982 | 341,199 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $71,598,351 | 378,687 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $74,618,356 | 375,174 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $68,355,336 | 360,600 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $64,838,992 | 353,269 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $47,264,135 | 276,544 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $63,578,175 | 361,014 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $68,363,646 | 321,681 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $60,190,305 | 266,317 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $60,471,876 | 276,544 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $59,875,368 | 265,782 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $57,463,567 | 268,421 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $49,776,950 | 255,686 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $38,637,020 | 251,216 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $31,363,461 | 215,231 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $15,874,731 | 137,515 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||