Performance Wealth Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1908765
HINSDALE, IL
Position in VB
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$14,001,981
+$11,330,393 QoQ
Shares Held
53,459
+416.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,001,981 | 53,459 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,671,588 | 10,357 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,716,473 | 10,683 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,666,972 | 11,254 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,394,013 | 10,796 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,411,930 | 10,038 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,239,736 | 9,442 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,862,061 | 8,540 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $5,833,616 | 25,520 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,515,280 | 39,916 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $7,743,172 | 40,954 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,711,940 | 33,747 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $5,096,510 | 26,886 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,444,276 | 7,869 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||