Western Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1767902
GOLDEN, CO
Position in VB
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$2,478,024
+$136,096 QoQ
Shares Held
9,461
+4.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,478,024 | 9,461 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $2,341,928 | 9,079 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,242,157 | 4,885 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,299,835 | 5,485 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,140,460 | 5,143 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,266,515 | 5,271 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,334,306 | 5,625 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,172,619 | 5,378 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,168,323 | 5,111 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,089,476 | 5,107 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $817,349 | 4,323 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $606,813 | 3,051 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $751,415 | 3,964 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $1,075,911 | 5,862 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,708,758 | 9,998 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,177,295 | 6,685 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,339,301 | 6,302 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $975,911 | 4,318 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $500,121 | 2,220 | Shares | Sole | 2021-08-09 | |
| 2020-09-30 | $231,161 | 1,503 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||