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MBL Wealth, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1845785 CHARLOTTE, NC

Position in VB

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$707,184
+$10,719 QoQ
Shares Held
2,700
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2021
18 quarters on record
Voting authority Sole 74% Shared 0% None 26%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

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18 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $707,184 2,700
2025-12-31 $696,465 2,700
2025-09-30 $680,199 2,675
2025-06-30 $633,921 2,675
2025-03-31 $593,181 2,675
2024-12-31 $642,749 2,675
2024-09-30 $634,536 2,675
2024-06-30 $583,257 2,675
2024-03-31 $605,763 2,650
2023-12-31 $554,658 2,600
2023-09-30 $484,964 2,565
2023-06-30 $443,524 2,230
2023-03-31 $395,232 2,085
2022-12-31 $382,680 2,085
2022-09-30 $324,729 1,900
2022-06-30 $334,609 1,900
2022-03-31 $403,788 1,900
2021-03-31 $406,752 1,900