Taylor & Morgan Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1844266
TROY, MI
Position in VB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$3,520,204
+$54,130 QoQ
Shares Held
13,440
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,520,204 | 13,440 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,466,074 | 13,437 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,415,234 | 13,431 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,262,266 | 13,766 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $3,097,847 | 13,970 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $3,455,706 | 14,382 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,434,563 | 14,479 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,178,151 | 14,576 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,345,871 | 14,637 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,122,511 | 14,637 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,549,419 | 13,484 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $2,968,035 | 14,923 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,778,191 | 14,656 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $2,688,677 | 14,649 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $2,529,809 | 14,802 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,518,725 | 14,302 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $3,039,248 | 14,301 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,294,547 | 14,577 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||