HB Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1911253
Atlanta, GA
Position in VB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$23,861,959
+$1,680,839 QoQ
Shares Held
91,104
+5.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $23,861,959 | 91,104 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $22,181,120 | 85,990 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $21,138,042 | 83,129 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $17,574,436 | 74,160 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $14,753,914 | 66,534 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $15,604,263 | 64,942 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $16,027,568 | 67,567 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $15,348,925 | 70,395 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $16,926,860 | 74,049 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $16,582,994 | 77,734 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $13,528,336 | 71,552 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $14,295,218 | 71,875 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $13,359,241 | 70,475 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $13,118,705 | 71,476 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $12,907,465 | 75,522 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $11,471,805 | 65,140 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $14,962,045 | 70,403 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,257,294 | 58,658 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||