Skip to main content

Leo Wealth, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1912202 HURST, TX

Position in VB

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$616,297
-$23,676 QoQ
Shares Held
2,353
-5.2% QoQ
Ownership
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
3 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
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $616,297 2,353
2025-12-31 $639,973 2,481
2025-06-30 $477,040 2,013