Melone Private Wealth, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1905765
AUBURN HILLS, MI
Position in VB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$516,506
+$7,829 QoQ
Shares Held
1,972
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.72%
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 | $516,506 | 1,972 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $508,677 | 1,972 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $498,134 | 1,959 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $463,295 | 1,955 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $433,521 | 1,955 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $468,305 | 1,949 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $460,424 | 1,941 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $422,125 | 1,936 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $442,550 | 1,936 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $412,366 | 1,933 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $459,061 | 2,428 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $482,109 | 2,424 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $459,303 | 2,423 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $591,549 | 3,223 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $558,533 | 3,268 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $577,640 | 3,280 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $697,065 | 3,280 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $764,817 | 3,384 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||