FinDec Wealth Services, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1916066
Stockton, CA
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,927,228
-$524,989 QoQ
Shares Held
14,994
-13.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
34.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,927,228 | 14,994 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,452,217 | 17,260 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,635,015 | 18,228 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,487,690 | 18,937 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,521,482 | 20,390 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,965,490 | 8,180 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,212,694 | 9,328 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,031,696 | 9,318 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,146,769 | 13,766 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,954,407 | 13,849 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,252,004 | 17,200 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,420,311 | 17,197 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,192,000 | 16,839 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,135,046 | 17,081 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||