Refined Wealth Management

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1724729 SALT LAKE CITY, UT

Position in VB

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$234,942

-$3,419,435 QoQ

Shares Held

897

-93.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$234,942	897	-93.7%	Shares	Sole	2026-04-21
2025-12-31	$3,654,377	14,167	+0.5%	Shares	Sole	2026-01-15
2025-09-30	$3,583,313	14,092	+0.1%	Shares	Sole	2025-10-21
2025-06-30	$3,336,915	14,081	+2.6%	Shares	Sole	2025-07-17
2025-03-31	$3,041,966	13,718	+121.9%	Shares	Sole	2025-04-22
2024-12-31	$1,485,410	6,182	-0.4%	Shares	Sole	2025-01-22
2024-09-30	$1,472,125	6,206	+1.2%	Shares	Sole	2024-10-18
2024-06-30	$1,337,021	6,132	+0.7%	Shares	Sole	2024-07-18
2024-03-31	$1,392,113	6,090	+1.9%	Shares	Sole	2024-04-18
2023-12-31	$1,275,500	5,979	+10.0%	Shares	Sole	2024-01-22
2023-09-30	$1,027,217	5,433	-0.2%	Shares	Sole	2023-10-16
2023-06-30	$1,082,359	5,442	+1.5%	Shares	Sole	2023-07-17
2023-03-31	$1,016,231	5,361	-14.0%	Shares	Sole	2023-04-17
2022-12-31	$1,144,004	6,233	+2.0%	Shares	Sole	2023-01-17
2022-09-30	$1,044,260	6,110	-0.2%	Shares	Sole	2022-10-20
2022-06-30	$1,078,673	6,125	+5.5%	Shares	Sole	2022-07-19
2022-03-31	$1,234,103	5,807	-72.0%	Shares	Sole	2022-04-20
2021-12-31	$4,679,989	20,707	+1.2%	Shares	Sole	2022-02-02
2021-09-30	$4,472,676	20,454	+3.1%	Shares	Sole	2021-10-18
2021-06-30	$4,470,681	19,845	—	Shares	Sole	2021-07-13
No filing history on record for this holder in this stock.