Live Oak Private Wealth LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1799877
WILMINGTON, NC
Position in VB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$359,616
+$5,451 QoQ
Shares Held
1,373
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $359,616 | 1,373 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $354,165 | 1,373 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $353,194 | 1,389 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $311,391 | 1,314 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $331,738 | 1,496 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $292,180 | 1,216 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $288,447 | 1,216 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $268,189 | 1,230 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $279,336 | 1,222 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $259,409 | 1,216 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $229,909 | 1,216 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $241,850 | 1,216 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $230,504 | 1,216 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $223,184 | 1,216 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $207,826 | 1,216 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $214,149 | 1,216 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $258,424 | 1,216 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $274,828 | 1,216 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $265,902 | 1,216 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $273,940 | 1,216 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $432,013 | 2,018 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $395,395 | 2,031 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $310,368 | 2,018 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $294,062 | 2,018 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||