Activest Wealth Management
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1883134
AVENTURA, FL
Position in VB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$6,809
+$5,262 QoQ
Shares Held
26
+333.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,809 | 26 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,547 | 6 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,525 | 6 | Shares | Sole | 2025-11-03 | |
| 2023-09-30 | $0 | 0 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||