Olde Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1840760
SAMMAMISH, WA
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$424,064
+$38,780 QoQ
Shares Held
1,399
-4.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#419
of 556 holders
Holding Since
Mar 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,064 | 1,399 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $385,284 | 1,471 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $401,370 | 1,556 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $398,456 | 1,567 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $616,465 | 2,780 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $681,674 | 2,837 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $674,862 | 2,845 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $625,338 | 2,868 | Shares | Sole | 2024-08-09 | |
| 2023-12-31 | $611,830 | 2,868 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $541,307 | 2,863 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $565,842 | 2,845 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $676,918 | 3,571 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $610,454 | 3,326 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $215,859 | 1,263 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $250,076 | 1,420 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $262,249 | 1,234 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $277,314 | 1,227 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $268,308 | 1,227 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $276,418 | 1,227 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $262,676 | 1,227 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||