Marietta Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1697847
MARIETTA, GA
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$18,787,783
+$355,708 QoQ
Shares Held
71,731
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $18,787,783 | 71,731 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $18,432,075 | 71,456 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $18,050,828 | 70,988 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $16,380,768 | 69,123 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $14,930,427 | 67,330 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $19,995,861 | 83,219 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $19,648,815 | 82,833 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $17,361,435 | 79,625 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $17,612,859 | 77,050 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $16,328,918 | 76,543 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $14,462,531 | 76,493 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $13,851,097 | 69,642 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $10,736,867 | 56,641 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $9,834,440 | 53,582 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $8,642,064 | 50,565 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $8,099,651 | 45,992 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $9,378,507 | 44,130 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $9,030,455 | 39,956 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $7,184,621 | 32,856 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,767,411 | 30,040 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,037,270 | 28,201 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $5,411,714 | 27,798 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,151,831 | 26,995 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $4,014,877 | 27,552 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,924,095 | 25,330 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||