WEALTHSPAN PARTNERS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1909805
DAVENPORT, IA
Position in VB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$2,467,810
+$113,501 QoQ
Shares Held
9,422
+3.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.45%
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 | $2,467,810 | 9,422 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,354,309 | 9,127 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,351,072 | 9,246 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,281,643 | 9,628 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,140,331 | 9,652 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,353,542 | 9,795 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,282,671 | 9,623 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,067,019 | 9,480 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,140,516 | 9,364 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,863,864 | 8,737 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,614,090 | 8,537 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,541,397 | 7,750 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,430,230 | 7,545 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,416,928 | 7,720 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,321,134 | 7,730 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,377,356 | 7,821 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,695,909 | 7,980 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,824,804 | 8,074 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||