RMG Wealth Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1844731
PLATTEVILLE, WI
Position in VB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$218,703
+$4,345 QoQ
Shares Held
835
-0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,703 | 835 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $214,358 | 843 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $199,774 | 843 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||