MorganRosel Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1753218
HIGHLANDS RANCH, CO
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,162,924
-$388,903 QoQ
Shares Held
4,440
-26.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,162,924 | 4,440 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,551,827 | 6,016 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,412,525 | 5,555 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,219,499 | 5,146 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,015,615 | 4,580 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $881,827 | 3,670 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $810,783 | 3,418 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,308,240 | 6,000 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,400,113 | 6,125 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $817,053 | 3,830 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $601,809 | 3,183 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $621,133 | 3,123 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $617,965 | 3,260 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $374,054 | 2,038 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $298,579 | 1,747 | Shares | Sole | 2022-10-14 | |
| 2022-03-31 | $318,780 | 1,500 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||