Skip to main content

Bison Wealth, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1845251 ATLANTA, GA

Position in VB

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$602,939
-$24,137 QoQ
Shares Held
2,302
-5.3% QoQ
Ownership
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority Sole 26% Shared 0% None 74%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $602,939 2,302
2025-12-31 $627,076 2,431
2025-06-30 $5,550,545 23,422
2025-03-31 $4,058,468 18,302
2024-12-31 $3,638,318 15,142