Facet Wealth, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1748271
WEST PALM BEACH, FL
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,154,019
+$278,537 QoQ
Shares Held
4,406
+29.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,154,019 | 4,406 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $875,482 | 3,394 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $551,279 | 2,168 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $417,795 | 1,763 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $249,912 | 1,127 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $207,601 | 864 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $314,303 | 1,325 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $225,889 | 1,036 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $281,622 | 1,232 | Shares | Sole | 2024-05-07 | |
| 2023-06-30 | $214,005 | 1,076 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||