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AE Wealth Management LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1697723 TOPEKA, KS

Position in VB

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$4,282,386
+$261,468 QoQ
Shares Held
16,350
+4.9% QoQ
Ownership
of shares outstanding
% of Portfolio
0.05%
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
2026-03-31 $4,282,386 16,350
2025-12-31 $4,020,918 15,588
2025-09-30 $3,374,290 13,270
2025-06-30 $2,957,508 12,480
2025-03-31 $2,449,227 11,045
2024-12-31 $3,809,877 15,856
2024-09-30 $6,445,707 27,173
2024-06-30 $6,019,865 27,609
2024-03-31 $1,997,190 8,737
2023-12-31 $13,434,030 62,973
2023-09-30 $14,814,201 78,353
2023-06-30 $23,039,218 115,839
2023-03-31 $15,663,532 82,631
2022-12-31 $11,426,833 62,258
2022-09-30 $12,817,395 74,995
2022-06-30 $13,633,027 77,412
2022-03-31 $16,277,969 76,595
2021-12-31 $22,511,726 99,605
2021-09-30 $20,310,288 92,881
2021-06-30 $15,154,135 67,268
2021-03-31 $12,194,210 56,961
2020-12-31 $9,734,000 50,000
2020-09-30 $7,153,238 46,510
2020-06-30 $6,682,864 45,861
2020-03-31 $3,659,563 31,701