Birchcreek Wealth Management, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1840341 MIAMI TOWNSHIP, OH

Position in VB

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$798,070

-$31,755 QoQ

Shares Held

3,047

-5.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.51%

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%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$798,070	3,047	-5.3%	Shares	Sole	2026-05-08
2025-12-31	$829,825	3,217	-2.7%	Shares	Sole	2026-01-16
2025-09-30	$840,903	3,307	-3.4%	Shares	Sole	2025-10-28
2025-06-30	$811,419	3,424	+4.3%	Shares	Sole	2025-08-07
2025-03-31	$727,783	3,282	0.0%	Shares	Sole	2025-05-06
2024-12-31	$788,598	3,282	+4.2%	Shares	Sole	2025-02-04
2024-09-30	$746,974	3,149	-4.1%	Shares	Sole	2024-11-06
2024-06-30	$715,607	3,282	-10.4%	Shares	Sole	2024-08-02
2024-03-31	$837,553	3,664	-14.2%	Shares	Sole	2024-04-29
2023-12-31	$910,705	4,269	+85.0%	Shares	Sole	2024-02-05
2023-09-30	$436,373	2,308	+2.6%	Shares	Sole	2023-10-24
2023-06-30	$447,502	2,250	0.0%	Shares	Sole	2023-07-20
2023-03-31	$426,510	2,250	-4.1%	Shares	Sole	2023-05-02
2022-12-31	$430,768	2,347	+8.1%	Shares	Sole	2023-02-06
2022-09-30	$371,216	2,172	-0.4%	Shares	Sole	2022-11-14
2022-06-30	$383,919	2,180	-16.9%	Shares	Sole	2022-08-12
2022-03-31	$557,439	2,623	+11.4%	Shares	Sole	2022-05-13
2021-12-31	$532,027	2,354	-3.9%	Shares	Sole	2022-02-09
2021-09-30	$535,741	2,450	-1.8%	Shares	Sole	2021-11-16
2021-06-30	$562,073	2,495	-14.6%	Shares	Sole	2021-08-16
2021-03-31	$625,755	2,923	-56.7%	Shares	Sole	2021-05-17
2020-12-31	$1,313,116	6,745	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.