Wealth Dimensions Group, Ltd.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1846462 CINCINNATI, OH

Position in VB

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$695,659

+$54,654 QoQ

Shares Held

2,656

+6.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$695,659	2,656	+6.9%	Shares	Sole	2026-05-12
2025-12-31	$641,005	2,485	+3.8%	Shares	Sole	2026-02-13
2025-09-30	$609,000	2,395	-1.2%	Shares	Sole	2025-10-30
2025-06-30	$574,439	2,424	-0.1%	Shares	Sole	2025-08-12
2025-03-31	$537,965	2,426	+0.2%	Shares	Sole	2025-05-05
2024-12-31	$581,958	2,422	+19.7%	Shares	Sole	2025-02-13
2024-09-30	$480,113	2,024	-0.0%	Shares	Sole	2024-11-12
2024-06-30	$441,531	2,025	0.0%	Shares	Sole	2024-08-09
2024-03-31	$462,894	2,025	-1.2%	Shares	Sole	2024-05-09
2023-12-31	$437,113	2,049	-2.4%	Shares	Sole	2024-02-09
2023-09-30	$396,857	2,099	-1.1%	Shares	Sole	2023-11-14
2023-06-30	$422,243	2,123	+0.4%	Shares	Sole	2023-08-14
2023-03-31	$400,919	2,115	+0.3%	Shares	Sole	2023-05-09
2022-12-31	$387,085	2,109	-12.5%	Shares	Sole	2023-02-10
2022-09-30	$411,893	2,410	+0.1%	Shares	Sole	2022-11-10
2022-06-30	$424,072	2,408	+6.3%	Shares	Sole	2022-08-05
2022-03-31	$481,570	2,266	0.0%	Shares	Sole	2022-05-04
2021-12-31	$512,138	2,266	-2.4%	Shares	Sole	2022-02-04
2021-09-30	$507,751	2,322	+10.6%	Shares	Sole	2021-11-03
2021-06-30	$473,088	2,100	+4.1%	Shares	Sole	2021-08-12
2021-03-31	$431,799	2,017	+33.0%	Shares	Sole	2021-05-13
2020-12-31	$295,134	1,516	—	Shares	Sole	2021-02-17
No filing history on record for this holder in this stock.