Topel & Distasi Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1880087
BERKELEY, CA
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,755,660
+$61,115 QoQ
Shares Held
10,521
+0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
12.44%
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 | $2,755,660 | 10,521 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,694,545 | 10,446 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,652,903 | 10,433 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,527,628 | 10,666 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,073,547 | 18,370 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,476,416 | 18,630 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,421,831 | 18,641 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,187,240 | 19,204 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,399,671 | 19,247 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,094,016 | 19,191 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,684,785 | 19,489 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,908,984 | 19,654 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,711,016 | 19,577 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,649,692 | 19,885 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,381,625 | 19,786 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $3,281,457 | 18,633 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,687,009 | 17,349 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,885,111 | 17,190 | Shares | Sole | 2022-02-23 | |
| No filing history on record for this holder in this stock. | ||||||