EPG Wealth Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1803058
ATLANTA, GA
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$13,881
+$210 QoQ
Shares Held
53
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,881 | 53 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,671 | 53 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,476 | 53 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $57,349 | 242 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $53,663 | 242 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $58,147 | 242 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $57,404 | 242 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $95,734 | 0 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $100,351 | 439 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $93,651 | 439 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $131,403 | 695 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $133,852 | 673 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $127,194 | 671 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $141,325 | 770 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $102,375 | 599 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $70,344 | 331 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $83,397 | 369 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $80,689 | 369 | Shares | Sole | 2021-11-15 | |
| 2020-03-31 | $41,789 | 362 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||