MinichMacGregor Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1744318
Saratoga Springs, NY
Position in VB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$212,417
+$3,220 QoQ
Shares Held
811
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,417 | 811 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $209,197 | 811 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $206,221 | 811 | Shares | Sole | 2025-10-28 | |
| 2022-12-31 | $46,802 | 255 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $4,455,794 | 26,071 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $4,277,359 | 24,288 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||