Global Wealth Strategies & Associates
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1912297
DENVER, CO
Position in VB
as of Mar 31, 2026
· filed Apr 3, 2026
Position Value
$435,572
+$338,325 QoQ
Shares Held
1,663
+341.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $435,572 | 1,663 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $97,247 | 377 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $248,940 | 979 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $5,450 | 23 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $27,053 | 122 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $25,709 | 107 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $41,274 | 174 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $37,938 | 174 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $58,061 | 254 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $100,478 | 471 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $89,051 | 471 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $94,074 | 473 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $89,661 | 473 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $109,756 | 598 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||