BCS Wealth Management
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1798172
JOHNSON CITY, TN
Position in VB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$2,162,149
-$2,025,411 QoQ
Shares Held
8,255
-49.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,162,149 | 8,255 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,187,560 | 16,234 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,074,670 | 8,159 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,961,720 | 8,278 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,885,983 | 8,505 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,073,135 | 8,628 | Shares | Sole | 2025-01-13 | |
| 2024-03-31 | $1,684,251 | 7,368 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,639,654 | 7,686 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,367,732 | 7,234 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $1,246,925 | 6,578 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $920,086 | 5,013 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $628,777 | 3,679 | Shares | Sole | 2022-10-07 | |
| 2022-03-31 | $464,356 | 2,185 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $298,559 | 1,321 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||