Strategic Wealth Partners, Ltd.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1720777
INDEPENDENCE, OH
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$326,460
+$66,898 QoQ
Shares Held
1,077
+8.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#282
of 353 holders
Holding Since
Mar 2020
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,460 | 1,077 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $259,562 | 991 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $158,897 | 616 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $169,096 | 665 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $121,333 | 512 | Shares | Sole | 2025-08-11 | |
| 2022-03-31 | $739,569 | 3,480 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $796,007 | 3,522 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $795,958 | 3,640 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $729,006 | 3,236 | Shares | Sole | 2021-08-25 | |
| 2020-03-31 | $284,444 | 2,464 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||