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KWB Wealth

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1822236 REDLANDS, CA

Position in VB

as of Mar 31, 2026 · filed Apr 8, 2026
Position Value
$331,852
+$5,030 QoQ
Shares Held
1,267
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.23%
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%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $331,852 1,267
2025-12-31 $326,822 1,267
2025-09-30 $322,172 1,267
2025-06-30 $300,253 1,267
2025-03-31 $280,957 1,267
2024-12-31 $304,434 1,267
2024-09-30 $300,545 1,267
2024-06-30 $289,775 1,329
2024-03-31 $303,796 1,329
2023-12-31 $287,995 1,350
2023-09-30 $255,244 1,350
2023-06-30 $268,501 1,350
2023-03-31 $335,900 1,772
2022-12-31 $325,232 1,772
2022-09-30 $310,030 1,814
2022-06-30 $319,463 1,814
2022-03-31 $391,249 1,841
2021-12-31 $416,084 1,841
2021-09-30 $408,475 1,868
2021-06-30 $416,993 1,851
2021-03-31 $396,262 1,851
2020-12-31 $360,352 1,851