Accurate Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1877728
WESLEY CHAPEL, FL
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$200,106
-$17,827 QoQ
Shares Held
764
-15.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,106 | 764 | Shares | Sole | 2026-04-23 | |
| 2024-12-31 | $217,933 | 907 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $216,809 | 914 | Shares | Sole | 2024-10-17 | |
| 2022-12-31 | $168,673 | 919 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $314,816 | 1,842 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||