SkyOak Wealth, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1800379 SOUTHFIELD, MI

Position in VB

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$2,927,217

+$57,782 QoQ

Shares Held

11,176

+0.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.28%

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%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,927,217	11,176	+0.5%	Shares	Sole	2026-04-30
2025-12-31	$2,869,435	11,124	+0.3%	Shares	Sole	2026-02-05
2025-09-30	$2,820,982	11,094	-0.5%	Shares	Sole	2025-10-23
2025-06-30	$2,643,274	11,154	+0.3%	Shares	Sole	2025-07-30
2025-03-31	$2,465,638	11,119	-2.1%	Shares	Sole	2025-05-01
2024-12-31	$2,728,379	11,355	+1.2%	Shares	Sole	2025-01-24
2024-09-30	$2,661,021	11,218	+1.2%	Shares	Sole	2024-11-04
2024-06-30	$2,417,191	11,086	+0.7%	Shares	Sole	2024-08-12
2024-03-31	$2,517,004	11,011	+0.5%	Shares	Sole	2024-04-29
2023-12-31	$2,338,096	10,960	+5.9%	Shares	Sole	2024-01-12
2023-09-30	$1,956,685	10,349	+0.2%	Shares	Sole	2023-10-24
2023-06-30	$2,053,738	10,326	+1.9%	Shares	Sole	2023-07-20
2023-03-31	$1,920,242	10,130	-6.4%	Shares	Sole	2023-05-02
2022-12-31	$1,986,086	10,821	+0.4%	Shares	Sole	2023-01-26
2022-09-30	$1,842,409	10,780	+1.0%	Shares	Sole	2022-10-25
2022-06-30	$1,879,445	10,672	-2.2%	Shares	Sole	2022-07-26
2022-03-31	$2,319,230	10,913	+25.2%	Shares	Sole	2022-04-18
2021-12-31	$1,969,903	8,716	+5.1%	Shares	Sole	2022-01-24
2021-09-30	$1,813,211	8,292	-0.1%	Shares	Sole	2021-10-21
2021-06-30	$1,869,824	8,300	+0.3%	Shares	Sole	2021-07-19
2021-03-31	$1,772,154	8,278	-16.2%	Shares	Sole	2021-04-29
2020-12-31	$1,923,633	9,881	-0.1%	Shares	Sole	2021-02-02
2020-09-30	$1,520,928	9,889	-12.7%	Shares	Sole	2020-11-03
2020-06-30	$1,650,570	11,327	+57.7%	Shares	Sole	2020-08-10
2020-03-31	$829,320	7,184	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.