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Simplicity Wealth,LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1913243 SUMMIT, NJ

Position in VB

as of Mar 31, 2026 · filed Apr 30, 2026
Position Value
$1,547,947
-$724,334 QoQ
Shares Held
5,910
-32.9% QoQ
Ownership
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
9 quarters on record

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,547,947 5,910
2025-12-31 $2,272,281 8,809
2025-09-30 $1,695,539 6,668
2025-06-30 $701,934 2,962
2025-03-31 $1,336,709 6,028
2024-12-31 $526,934 2,193
2024-09-30 $218,233 920
2024-06-30 $11,786,370 54,056
2024-03-31 $12,385,920 54,184