Rede Wealth, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1842054
CHARLOTTESVILLE, VA
Position in VB
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$518,077
+$32,358 QoQ
Shares Held
1,978
+5.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $518,077 | 1,978 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $485,719 | 1,883 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $386,505 | 1,520 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $484,387 | 2,044 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $474,988 | 2,142 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $511,075 | 2,127 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $471,573 | 1,988 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $429,974 | 1,972 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $442,093 | 1,934 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $652,789 | 3,060 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,192,275 | 6,306 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,155,948 | 5,812 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,089,970 | 5,750 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $947,249 | 5,161 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $866,513 | 5,070 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $819,439 | 4,653 | Shares | Sole | 2022-07-21 | |
| No filing history on record for this holder in this stock. | ||||||