SteelPeak Wealth, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1801868
WOODLAND HILLS, CA
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,256,168
-$5,207 QoQ
Shares Held
4,796
-1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,256,168 | 4,796 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,261,375 | 4,890 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,320,221 | 5,192 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $235,720 | 1,063 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $349,126 | 1,453 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||