Landmark Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1728778
MELVILLE, NY
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,162,924
+$103,008 QoQ
Shares Held
4,440
+8.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,162,924 | 4,440 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,059,916 | 4,109 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,035,682 | 4,073 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $960,005 | 4,051 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $849,302 | 3,830 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $918,350 | 3,822 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $908,514 | 3,830 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 | $871,842 | 3,814 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $705,482 | 3,307 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $595,381 | 3,149 | Shares | Sole | 2023-10-13 | |
| 2023-03-31 | $620,998 | 3,276 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $531,164 | 2,894 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $682,443 | 3,993 | Shares | Sole | 2022-10-24 | |
| 2022-03-31 | $4,787,013 | 22,525 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||