Nova R Wealth, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1729457
OVERLAND PARK, KS
Position in VB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$515,458
-$47,388 QoQ
Shares Held
1,968
-9.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $515,458 | 1,968 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $562,846 | 2,182 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $552,041 | 2,171 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $501,449 | 2,116 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $311,337 | 1,404 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $335,671 | 1,397 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $335,652 | 1,415 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $317,248 | 1,455 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $384,716 | 1,683 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $298,448 | 1,399 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $287,008 | 1,518 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $250,601 | 1,260 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||