CONSULTIVA WEALTH MANAGEMENT, CORP.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1845849 SAN JUAN, PR

Position in VB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,802,048

+$661,387 QoQ

Shares Held

5,945

+36.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

6.39%

of 13F equity value

Holder Rank

#262

of 556 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,802,048	5,945	+36.5%	Shares	Sole	2026-08-13
2026-03-31	$1,140,661	4,355	0.0%	Shares	Sole	2026-05-13
2025-12-31	$1,123,372	4,355	0.0%	Shares	Sole	2026-02-17
2025-09-30	$1,107,389	4,355	-2.3%	Shares	Sole	2025-11-14
2025-06-30	$1,056,693	4,459	0.0%	Shares	Sole	2025-08-13
2025-03-31	$988,783	4,459	0.0%	Shares	Sole	2025-05-14
2024-12-31	$1,071,408	4,459	-4.2%	Shares	Sole	2025-05-14
2024-09-30	$1,103,738	4,653	0.0%	Shares	Sole	2024-11-14
2024-06-30	$1,014,540	4,653	-3.3%	Shares	Sole	2024-08-14
2024-03-31	$1,099,517	4,810	+1375.5%	Shares	Sole	2024-05-16
2023-09-30	$61,636	326	+35.8%	Shares	Sole	2023-11-15
2023-06-30	$47,733	240	+0.4%	Shares	Sole	2023-08-15
2023-03-31	$45,304	239	0.0%	Shares	Sole	2023-05-16
2022-12-31	$43,866	239	+0.4%	Shares	Sole	2023-02-13
2022-09-30	$40,676	238	0.0%	Shares	Sole	2022-11-15
2022-06-30	$41,914	238	+0.4%	Shares	Sole	2022-08-15
2022-03-31	$50,367	237	0.0%	Shares	Sole	2022-05-17
2021-12-31	$53,564	237	+0.4%	Shares	Sole	2022-02-14
2021-09-30	$51,606	236	+0.4%	Shares	Sole	2021-11-16
2021-03-31	$50,308	235	0.0%	Shares	Sole	2021-05-17
2020-12-31	$45,749	235	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.