GoalFusion Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1895678
AUSTIN, TX
Position in VB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$14,843,006
+$428,245 QoQ
Shares Held
56,670
+1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
49.67%
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 | $14,843,006 | 56,670 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $14,414,761 | 55,882 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $14,013,879 | 55,112 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $12,905,930 | 54,460 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $11,833,023 | 53,362 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $12,401,091 | 51,611 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $12,160,096 | 51,263 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $10,516,941 | 48,234 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $10,765,446 | 47,095 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $9,931,151 | 46,553 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $8,717,828 | 46,109 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $9,014,291 | 45,323 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $8,374,760 | 44,180 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $8,576,457 | 46,728 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,581,738 | 44,361 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $7,582,944 | 43,058 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $8,625,336 | 40,586 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $8,265,185 | 36,570 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||