Elmwood Wealth Management, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1731927
BERKELEY, CA
Position in VB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$327,661
+$4,966 QoQ
Shares Held
1,251
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $327,661 | 1,251 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $322,695 | 1,251 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $267,248 | 1,051 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $249,065 | 1,051 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $348,591 | 1,572 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $377,720 | 1,572 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $399,698 | 1,685 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $342,758 | 1,572 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $359,343 | 1,572 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $289,702 | 1,358 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $296,839 | 1,570 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $312,257 | 1,570 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $297,419 | 1,569 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $287,790 | 1,568 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $267,815 | 1,567 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $275,964 | 1,567 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $299,228 | 1,408 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $318,222 | 1,408 | Shares | Sole | 2022-02-08 | |
| 2021-06-30 | $317,194 | 1,408 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $301,424 | 1,408 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $216,550 | 1,408 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $205,173 | 1,408 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $170,043 | 1,473 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||