Golden State Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1776033
SANTA ANA, CA
Position in VB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$858,835
-$8,392 QoQ
Shares Held
3,279
-2.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $858,835 | 3,279 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $867,227 | 3,362 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $882,860 | 3,472 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $816,633 | 3,446 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $717,583 | 3,236 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $795,567 | 3,311 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $674,113 | 3,172 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $690,234 | 3,054 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $639,609 | 2,925 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $658,944 | 2,925 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $716,311 | 3,346 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $556,200 | 2,857 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $376,656 | 2,449 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $264,773 | 1,817 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $250,966 | 2,174 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||