Bernardo Wealth Planning LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1765595
HARLEYSVILLE, PA
Position in VB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$5,246,257
+$203,851 QoQ
Shares Held
20,030
+2.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,246,257 | 20,030 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $5,042,406 | 19,548 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,067,037 | 19,927 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,723,722 | 19,933 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,371,357 | 19,713 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,698,675 | 19,555 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $6,063,324 | 25,561 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $5,375,994 | 24,656 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $5,464,443 | 23,905 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,086,976 | 19,158 | Shares | Sole | 2024-01-25 | |
| 2020-03-31 | $273,939 | 2,373 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||