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SOFI WEALTH, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1925582 SAN FRANCISCO, CA

Position in VB

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$6,548
-$2,222 QoQ
Shares Held
25
-26.5% QoQ
Ownership
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2022
17 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
17 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $6,548 25
2025-12-31 $8,770 34
2025-09-30 $7,628 30
2025-06-30 $7,583 32
2025-03-31 $16,853 76
2024-12-31 $41,442,052 172,474
2024-09-30 $39,069,198 164,703
2024-06-30 $33,304,301 152,744
2024-03-31 $31,399,122 137,360
2023-12-31 $27,129,816 127,173
2023-09-30 $22,981,458 121,550
2023-06-30 $22,809,699 114,685
2023-03-31 $20,390,400 107,567
2022-12-31 $18,823,311 102,557
2022-09-30 $16,859,246 98,644
2022-06-30 $16,585,335 94,176
2022-03-31 $18,806,744 88,494