Bridgewealth Advisory Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1801982
Fresno, CA
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,826,106
-$64,151 QoQ
Shares Held
6,972
-4.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,826,106 | 6,972 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,890,257 | 7,328 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,041,951 | 11,963 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,648,962 | 11,178 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $328,633 | 1,482 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,293,323 | 17,868 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,848,572 | 20,440 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,084,543 | 18,733 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,209,256 | 18,414 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,947,916 | 9,131 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,472,288 | 7,787 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,452,891 | 7,305 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,368,623 | 7,220 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,324,975 | 7,219 | Shares | Sole | 2023-02-24 | |
| No filing history on record for this holder in this stock. | ||||||