Confluence Wealth Services, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1910411
MCMURRAY, PA
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,134,375
+$192,084 QoQ
Shares Held
4,331
+18.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,134,375 | 4,331 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $942,291 | 3,653 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $929,901 | 3,657 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $867,346 | 3,660 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $805,396 | 3,632 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $388,773 | 1,618 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $386,177 | 1,628 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $490,590 | 2,250 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $514,327 | 2,250 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $479,992 | 2,250 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $325,200 | 1,720 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $339,107 | 1,705 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $335,521 | 1,770 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $366,162 | 1,995 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $374,463 | 2,191 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $642,449 | 3,648 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $204,539 | 905 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||