BAKER TILLY WEALTH MANAGEMENT, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1840565
MADISON, WI
Position in VB
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$501,576
+$41,136 QoQ
Shares Held
1,915
+7.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $501,576 | 1,915 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $460,440 | 1,785 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $404,559 | 1,591 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $382,959 | 1,616 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $358,348 | 1,616 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $387,091 | 1,611 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $384,042 | 1,619 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $469,876 | 2,155 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $587,247 | 2,569 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $668,789 | 3,135 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $708,067 | 3,745 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $733,904 | 3,690 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $727,720 | 3,839 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $241,538 | 1,316 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $238,077 | 1,393 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $231,760 | 1,316 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $494,321 | 2,326 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $328,166 | 1,452 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $268,089 | 1,226 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $254,791 | 1,131 | Shares | Sole | 2021-07-30 | |
| No filing history on record for this holder in this stock. | ||||||