Aprio Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1803519
ATLANTA, GA
Position in VB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,536,160
+$498,944 QoQ
Shares Held
5,865
+45.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,536,160 | 5,865 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,037,216 | 4,021 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $457,195 | 1,798 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $425,142 | 1,794 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $377,640 | 1,703 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $433,465 | 1,804 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $525,657 | 2,216 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $406,208 | 1,863 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $446,207 | 1,952 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $233,383 | 1,094 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $204,006 | 1,079 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $214,005 | 1,076 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $221,974 | 1,171 | Shares | Sole | 2023-04-14 | |
| 2022-09-30 | $265,081 | 1,551 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $325,099 | 1,846 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $392,311 | 1,846 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $443,883 | 1,964 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $434,278 | 1,986 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $444,252 | 1,972 | Shares | Sole | 2021-07-23 | |
| No filing history on record for this holder in this stock. | ||||||