Windward Private Wealth Management Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1835866
OVERLAND PARK, KS
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$323,733
+$264 QoQ
Shares Held
1,236
-1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $323,733 | 1,236 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $323,469 | 1,254 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $333,361 | 1,311 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $345,042 | 1,456 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $322,868 | 1,456 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $349,847 | 1,456 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $373,842 | 1,576 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $301,331 | 1,382 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $318,654 | 1,394 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $351,567 | 1,648 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $241,253 | 1,276 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $255,971 | 1,287 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $285,666 | 1,507 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $279,531 | 1,523 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $262,688 | 1,537 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $266,278 | 1,512 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $314,742 | 1,481 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||