WealthTrust Asset Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1867894
Destin, FL
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,390,009
+$12,299 QoQ
Shares Held
5,307
-0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,390,009 | 5,307 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,377,710 | 5,341 | Shares | Sole | 2026-02-04 | |
| 2022-03-31 | $212,307 | 999 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $300,819 | 1,331 | Shares | Sole | 2022-05-27 | |
| 2021-09-30 | $295,204 | 1,350 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $305,704 | 1,357 | Shares | Sole | 2021-07-09 | |
| No filing history on record for this holder in this stock. | ||||||