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Stone Summit Wealth LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1908192 Miami, FL

Position in VB

as of Mar 31, 2026 · filed Apr 23, 2026
Position Value
$3,561,850
+$182,963 QoQ
Shares Held
13,599
+3.8% QoQ
Ownership
of shares outstanding
% of Portfolio
2.29%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority Sole 100% Shared 0% None 0%

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
2026-03-31 $3,561,850 13,599
2025-12-31 $3,378,887 13,099
2025-09-30 $3,105,521 12,213
2025-06-30 $2,468,857 10,418
2025-03-31 $2,109,064 9,511
2024-12-31 $2,387,662 9,937
2024-09-30 $2,357,867 9,940
2024-06-30 $2,042,598 9,368
2024-03-31 $2,101,885 9,195
2023-12-31 $1,794,745 8,413
2023-09-30 $1,479,094 7,823
2023-06-30 $1,399,588 7,037
2023-03-31 $1,186,645 6,260
2022-12-31 $1,045,076 5,694
2022-09-30 $929,579 5,439
2022-06-30 $921,759 5,234
2022-03-31 $1,067,062 5,021
2021-12-31 $956,700 4,233