Smallwood Wealth Investment Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1921304
RED BANK, NJ
Position in VB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$121,792
+$1,846 QoQ
Shares Held
465
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $121,792 | 465 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $119,946 | 465 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $118,240 | 465 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $109,958 | 464 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $95,574 | 431 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||