Boyd Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1846114
SACRAMENTO, CA
Position in VB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$3,068,916
-$6,363 QoQ
Shares Held
11,717
-1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
13.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,068,916 | 11,717 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,075,279 | 11,922 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,027,457 | 11,906 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,852,291 | 12,036 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,284,246 | 10,301 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,414,093 | 10,047 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,408,155 | 10,152 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,281,134 | 10,462 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,483,401 | 10,864 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,317,617 | 10,864 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,618,250 | 8,559 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,702,299 | 8,559 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $452,100 | 2,385 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $437,742 | 2,385 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $414,114 | 2,423 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $430,412 | 2,444 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $610,995 | 2,875 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $560,504 | 2,480 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||