Onyx Bridge Wealth Group LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1819476 TARRYTOWN, NY

Position in VB

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$2,348,374

+$35,337 QoQ

Shares Held

8,966

-0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,348,374	8,966	-0.0%	Shares	Sole	2026-04-22
2025-12-31	$2,313,037	8,967	-1.3%	Shares	Sole	2026-02-18
2025-09-30	$2,310,896	9,088	+8.8%	Shares	Sole	2025-11-06
2025-06-30	$1,979,019	8,351	-2.4%	Shares	Sole	2025-07-30
2025-03-31	$1,898,180	8,560	-3.2%	Shares	Sole	2025-04-29
2024-12-31	$2,124,315	8,841	+0.9%	Shares	Sole	2025-01-27
2024-09-30	$2,078,196	8,761	+0.1%	Shares	Sole	2024-10-17
2024-06-30	$1,907,631	8,749	-0.5%	Shares	Sole	2024-07-22
2024-03-31	$2,010,677	8,796	+2.2%	Shares	Sole	2024-04-29
2023-12-31	$1,836,771	8,610	-4.9%	Shares	Sole	2024-01-31
2023-09-30	$1,712,406	9,057	-0.7%	Shares	Sole	2023-10-16
2023-06-30	$1,813,677	9,119	-7.2%	Shares	Sole	2023-07-25
2023-03-31	$1,863,185	9,829	-66.0%	Shares	Sole	2023-04-10
2022-12-31	$5,306,508	28,912	-44.9%	Shares	Sole	2023-01-11
2022-09-30	$8,962,691	52,441	+59.6%	Shares	Sole	2022-10-13
2022-06-30	$5,786,446	32,857	-22.4%	Shares	Sole	2022-07-25
2022-03-31	$8,995,971	42,330	+111.1%	Shares	Sole	2022-05-09
2021-12-31	$4,531,726	20,051	+16.1%	Shares	Sole	2022-01-18
2021-09-30	$3,777,086	17,273	+9.1%	Shares	Sole	2021-10-20
2021-06-30	$3,567,308	15,835	-82.2%	Shares	Sole	2021-07-20
2021-03-31	$19,034,923	88,915	+24.5%	Shares	Sole	2021-05-12
2020-12-31	$13,906,187	71,431	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.