Beaird Harris Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1908938
DALLAS, TX
Position in VB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,101,122
-$14,583 QoQ
Shares Held
8,022
-2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.17%
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 | $2,101,122 | 8,022 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,115,705 | 8,202 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $2,075,687 | 8,163 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,886,123 | 7,959 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,798,614 | 8,111 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,950,352 | 8,117 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,940,140 | 8,179 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $1,783,349 | 8,179 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,983,932 | 8,679 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,898,850 | 8,901 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $1,666,462 | 8,814 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,760,176 | 8,850 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,699,784 | 8,967 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,656,815 | 9,027 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,649,110 | 9,649 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,838,940 | 10,442 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,106,285 | 9,911 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $2,473,227 | 10,943 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||