Selective Wealth Management, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1755670
FOREST, VA
Position in VB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$400,475
+$81,391 QoQ
Shares Held
1,529
+23.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $400,475 | 1,529 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $319,084 | 1,237 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $261,145 | 1,027 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $242,667 | 1,024 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $259,225 | 1,169 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $302,752 | 1,260 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $356,289 | 1,502 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $416,456 | 1,910 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $446,664 | 1,954 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $442,659 | 2,075 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $459,440 | 2,430 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $531,434 | 2,672 | Shares | Sole | 2023-07-11 | |
| 2022-12-31 | $469,495 | 2,558 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $452,911 | 2,650 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $507,725 | 2,883 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $67,156 | 316 | Shares | Sole | 2022-04-20 | |
| 2020-12-31 | $58,404 | 300 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $46,140 | 300 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $43,716 | 300 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||