Destiny Wealth Partners, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1844369 TAVARES, FL

Position in VB

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$3,769,552

+$57,910 QoQ

Shares Held

14,392

+0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.11%

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	$3,769,552	14,392	+0.0%	Shares	Sole	2026-05-11
2025-12-31	$3,711,642	14,389	-0.7%	Shares	Sole	2026-02-03
2025-09-30	$3,683,500	14,486	+4.3%	Shares	Sole	2025-10-06
2025-06-30	$3,292,363	13,893	+34.4%	Shares	Sole	2025-07-16
2025-03-31	$2,292,895	10,340	-1.3%	Shares	Sole	2025-04-14
2024-12-31	$2,517,894	10,479	+9.1%	Shares	Sole	2025-01-24
2024-09-30	$2,278,639	9,606	-0.1%	Shares	Sole	2024-10-15
2024-06-30	$2,096,454	9,615	-0.6%	Shares	Sole	2024-07-25
2024-03-31	$2,211,151	9,673	0.0%	Shares	Sole	2024-04-09
2023-12-31	$2,063,541	9,673	-1.4%	Shares	Sole	2024-01-19
2023-09-30	$1,854,209	9,807	-3.1%	Shares	Sole	2023-10-10
2023-06-30	$2,013,562	10,124	+8.5%	Shares	Sole	2023-07-26
2023-03-31	$1,768,405	9,329	+5.1%	Shares	Sole	2023-04-26
2022-12-31	$1,629,651	8,879	-1.8%	Shares	Sole	2023-01-27
2022-09-30	$1,545,197	9,041	0.0%	Shares	Sole	2022-10-25
2022-06-30	$1,592,210	9,041	-1.0%	Shares	Sole	2022-07-15
2022-03-31	$1,940,732	9,132	0.0%	Shares	Sole	2022-04-21
2021-12-31	$2,063,923	9,132	-7.1%	Shares	Sole	2022-01-20
2021-09-30	$2,150,619	9,835	+0.8%	Shares	Sole	2021-10-28
2021-06-30	$2,198,507	9,759	+47.2%	Shares	Sole	2021-07-27
2021-03-31	$1,419,350	6,630	0.0%	Shares	Sole	2021-04-22
2020-12-31	$1,290,728	6,630	—	Shares	Sole	2021-02-05
No filing history on record for this holder in this stock.