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SHP Wealth Management

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1807060 PLYMOUTH, MA

Position in VB

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$2,046,666
+$732,876 QoQ
Shares Held
6,752
+34.6% QoQ
Ownership
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#250
of 556 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,046,666 6,752
2026-03-31 $1,313,790 5,016
2025-12-31 $780,814 3,027