JEPPSON WEALTH MANAGEMENT, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1831263
MANHATTAN BEACH, CA
Position in VB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$1,661,358
+$25,182 QoQ
Shares Held
6,343
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,661,358 | 6,343 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,636,176 | 6,343 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,600,692 | 6,295 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,496,528 | 6,315 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,293,467 | 5,833 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,288,381 | 5,362 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,272,394 | 5,364 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,169,566 | 5,364 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,235,986 | 5,407 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,153,901 | 5,409 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $810,164 | 4,285 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $855,624 | 4,302 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $863,635 | 4,556 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $818,955 | 4,462 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $632,025 | 3,698 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $387,618 | 2,201 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $609,082 | 2,866 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $282,964 | 1,252 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $289,081 | 1,322 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $297,820 | 1,322 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $288,365 | 1,347 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $267,100 | 1,372 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $211,013 | 1,372 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||