Dynasty Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1727599
ST. PETERSBURG, FL
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$386,174
+$53,012 QoQ
Shares Held
1,274
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#431
of 556 holders
Holding Since
Mar 2024
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 | $386,174 | 1,274 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $333,162 | 1,272 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $362,419 | 1,405 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $363,874 | 1,431 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,984,093 | 33,691 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,731,535 | 34,866 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $8,125,068 | 33,815 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $7,950,804 | 33,518 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,192,921 | 32,989 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,997,139 | 30,610 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||