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WFA of San Diego, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1821407 SAN DIEGO, CA

Position in VB

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$13,881
+$210 QoQ
Shares Held
53
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2021
12 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
12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $13,881 53
2025-12-31 $13,671 53
2025-09-30 $13,476 53
2025-06-30 $12,322 52
2024-09-30 $14,232 60
2024-06-30 $13,082 60
2023-09-30 $15,125 80
2023-06-30 $15,911 80
2022-12-31 $15,600 85
2022-06-30 $53,889 306
2021-12-31 $132,667 587
2021-09-30 $136,668 625