Aberdeen Wealth Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1802654
LAKE BLUFF, IL
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,687,765
-$23,882 QoQ
Shares Held
5,568
-14.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#265
of 556 holders
Holding Since
Mar 2022
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,687,765 | 5,568 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,711,647 | 6,535 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,542,798 | 5,981 | Shares | Sole | 2026-02-12 | |
| 2024-06-30 | $21,149 | 97 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $19,887 | 87 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $13,837 | 73 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,398 | 73 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,476 | 73 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,522 | 20 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,250 | 20 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||