JOURNEY STRATEGIC WEALTH LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1909316
SUMMIT, NJ
Position in VB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$431,380
-$13,066 QoQ
Shares Held
1,647
-4.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 6%
Shared 72%
None 22%
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 | $431,380 | 1,647 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $444,446 | 1,723 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $455,922 | 1,793 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $378,456 | 1,597 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $432,634 | 1,951 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $418,086 | 1,740 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $417,014 | 1,758 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $332,074 | 1,523 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $340,141 | 1,488 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $338,128 | 1,585 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $465,868 | 2,464 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $497,025 | 2,499 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $551,240 | 2,908 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $533,549 | 2,907 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||