Paulson Wealth Management Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1731878
West Palm Beach, FL
Position in VB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,322,696
-$36,184 QoQ
Shares Held
5,050
-4.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,322,696 | 5,050 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,358,880 | 5,268 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,534,325 | 6,034 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,479,940 | 6,245 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,308,768 | 5,902 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,195,918 | 9,139 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,793,622 | 11,777 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,081,995 | 14,135 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,443,936 | 15,066 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,465,545 | 16,245 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,107,176 | 16,434 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,272,536 | 16,454 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||