CreativeOne Wealth, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1739728
OVERLAND PARK, KS
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,655,102
+$4,309,838 QoQ
Shares Held
114,328
-1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#39
of 353 holders
Holding Since
Mar 2020
21 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
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,655,102 | 114,328 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $30,345,264 | 115,857 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $30,129,591 | 116,804 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $26,524,963 | 104,314 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $24,214,616 | 102,180 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $21,767,422 | 98,162 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $24,682,282 | 102,723 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $23,786,232 | 100,275 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $18,977,546 | 87,037 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $22,650,754 | 99,089 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $17,806,014 | 83,467 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $15,179,295 | 80,284 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $13,934 | 77,642 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $16,493,615 | 87,010 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $14,821,588 | 80,754 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $12,978,050 | 75,935 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $13,169,153 | 74,778 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $15,231,095 | 71,669 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $14,656,747 | 64,850 | Shares | Other | 2022-02-15 | |
| 2020-06-30 | $8,523,890 | 58,495 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $6,246,458 | 54,110 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||