MY Wealth Management Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1827845
GERMANTOWN, MD
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$4,473,855
+$75,292 QoQ
Shares Held
17,081
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
26.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,473,855 | 17,081 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,398,563 | 17,052 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,372,344 | 17,195 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,033,162 | 17,019 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,787,711 | 17,081 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,127,529 | 17,178 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,079,774 | 17,199 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,691,853 | 16,932 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,775,621 | 16,517 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,078,016 | 19,116 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,456,955 | 18,284 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,674,492 | 18,475 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,263,654 | 17,217 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,147,343 | 17,148 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,021,506 | 29,381 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,042,733 | 28,634 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $6,090,823 | 28,660 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,324,833 | 14,711 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||