DEFINED WEALTH MANAGEMENT, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1849518
BEAVERTON, OR
Position in VB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,410,701
+$34,538 QoQ
Shares Held
5,386
+1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.29%
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%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,410,701 | 5,386 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,376,163 | 5,335 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,382,520 | 5,437 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,292,488 | 5,454 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,197,006 | 5,398 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,323,942 | 5,510 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,312,720 | 5,534 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,210,340 | 5,551 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,264,102 | 5,530 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,177,368 | 5,519 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,035,347 | 5,476 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,069,431 | 5,377 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $937,942 | 4,948 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $920,269 | 5,014 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $964,786 | 5,645 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $969,837 | 5,507 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,206,901 | 5,679 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,971,259 | 8,722 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,863,724 | 8,523 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,911,500 | 8,485 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,810,046 | 8,455 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $895,917 | 4,602 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||