Resonant Capital Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1803236
Madison, WI
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$341,019
+$5,169 QoQ
Shares Held
1,302
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $341,019 | 1,302 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $335,850 | 1,302 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $331,072 | 1,302 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $308,547 | 1,302 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $288,718 | 1,302 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $312,844 | 1,302 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $308,847 | 1,302 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $289,775 | 1,329 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $297,624 | 1,302 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $277,755 | 1,302 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||