Global Wealth Management Investment Advisory, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1767855
FORT LAUDERDALE, FL
Position in VB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,565,495
-$51,077 QoQ
Shares Held
5,977
-4.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,565,495 | 5,977 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,616,572 | 6,267 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,570,941 | 6,178 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,520,463 | 6,416 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,385,715 | 6,249 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,551,968 | 6,459 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,462,399 | 6,165 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,309,766 | 6,007 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,449,489 | 6,341 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,531,069 | 7,177 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,400,819 | 7,409 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,528,071 | 7,683 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,515,532 | 7,995 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,322,956 | 7,208 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,243,199 | 7,274 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,292,823 | 7,341 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,631,303 | 7,676 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,704,793 | 7,543 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,688,788 | 7,723 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,735,106 | 7,702 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,614,805 | 7,543 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,731,873 | 8,896 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,387,276 | 9,020 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,307,691 | 8,974 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $652,236 | 5,650 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||