White Lighthouse Investment Management Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1727593
BEDFORD, MA
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,052,196
+$710,496 QoQ
Shares Held
26,925
+9.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.53%
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 | $7,052,196 | 26,925 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,341,700 | 24,585 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,041,947 | 23,761 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,798,663 | 24,469 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,355,262 | 24,150 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,020,695 | 25,057 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,902,259 | 24,882 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,492,645 | 25,191 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $5,394,495 | 23,599 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,893,576 | 22,939 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,975,574 | 21,027 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $4,137,707 | 20,804 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,820,202 | 20,153 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,515,708 | 19,155 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $3,378,207 | 19,766 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $3,207,667 | 18,214 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $3,896,979 | 18,337 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $4,508,899 | 19,950 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $4,240,885 | 19,394 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $4,332,584 | 19,232 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $3,861,789 | 18,039 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,193,920 | 16,406 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,402,509 | 15,621 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $2,105,945 | 14,452 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,309,320 | 11,342 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||