Wellspring Financial Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1811308
CLEVELAND, OH
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$767,425
-$152,682 QoQ
Shares Held
2,930
-17.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $767,425 | 2,930 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $920,107 | 3,567 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,134,343 | 4,461 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,496,291 | 6,314 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,400,351 | 6,315 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,516,407 | 6,311 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,496,795 | 6,310 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,378,666 | 6,323 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,445,374 | 6,323 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,369,578 | 6,420 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,195,300 | 6,322 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,334,154 | 6,708 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,796,270 | 9,476 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,739,041 | 9,475 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,619,030 | 9,473 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,680,089 | 9,540 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,411,796 | 16,054 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,432,960 | 19,614 | Shares | Sole | 2022-01-03 | |
| 2021-09-30 | $4,301,894 | 19,673 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,266,370 | 23,377 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $12,980,098 | 60,632 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,291,791 | 27,182 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,343,781 | 34,745 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,909,966 | 40,557 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,999,358 | 60,632 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||