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Nicholas Wealth, LLC.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1911391 MARIETTA, GA

Position in VB

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$550,555
+$200,775 QoQ
Shares Held
2,102
+55.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $550,555 2,102
2025-12-31 $349,780 1,356