WealthShield Partners, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1729303 CARY, NC

Position in VB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$751,434

-$297,031 QoQ

Shares Held

2,479

-38.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#355

of 556 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$751,434	2,479	-38.1%	Shares	Sole	2026-08-12
2026-03-31	$1,048,465	4,003	+4.1%	Shares	Sole	2026-05-01
2025-12-31	$992,075	3,846	+0.7%	Shares	Sole	2026-02-03
2025-09-30	$970,841	3,818	+0.4%	Shares	Sole	2025-10-31
2025-06-30	$900,997	3,802	-10.6%	Shares	Sole	2025-08-08
2025-03-31	$943,546	4,255	+34.1%	Shares	Sole	2025-05-09
2024-12-31	$762,648	3,174	-2.3%	Shares	Sole	2025-02-04
2024-09-30	$770,932	3,250	+22.0%	Shares	Sole	2024-11-04
2024-06-30	$581,076	2,665	+228.2%	Shares	Sole	2024-07-26
2024-03-31	$185,615	812	-46.3%	Shares	Sole	2024-04-29
2023-12-31	$322,341	1,511	-17.5%	Shares	Sole	2024-01-23
2023-09-30	$346,187	1,831	0.0%	Shares	Sole	2023-10-25
2023-06-30	$364,167	1,831	+3.1%	Shares	Sole	2023-08-03
2023-03-31	$336,658	1,776	-2.3%	Shares	Sole	2023-05-08
2022-12-31	$333,492	1,817	+31.3%	Shares	Sole	2023-02-13
2022-09-30	$236,539	1,384	+1.4%	Shares	Sole	2022-11-04
2022-06-30	$240,390	1,365	-20.4%	Shares	Sole	2022-08-11
2022-03-31	$364,259	1,714	+66.7%	Shares	Sole	2022-05-09
2021-12-31	$232,338	1,028	-95.7%	Shares	Sole	2022-02-10
2021-09-30	$5,281,317	24,152	-1.5%	Shares	Sole	2021-11-12
2021-06-30	$5,524,992	24,525	+2.7%	Shares	Sole	2021-08-06
2021-03-31	$5,111,802	23,878	-2.9%	Shares	Sole	2021-05-17
2020-12-31	$4,786,207	24,585	+981.6%	Shares	Sole	2021-02-16
2020-09-30	$349,587	2,273	-3.8%	Shares	Other	2020-10-30
2020-06-30	$344,336	2,363	+33.1%	Shares	Other	2020-08-13
2020-03-31	$204,906	1,775	—	Shares	Other	2020-05-12
No filing history on record for this holder in this stock.