Aerodigm Wealth, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1927705
LAKE OSWEGO, OR
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$337,091
-$73,565 QoQ
Shares Held
1,287
-19.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $337,091 | 1,287 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $410,656 | 1,592 | Shares | Other | 2026-04-21 | |
| 2025-09-30 | $442,192 | 1,739 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $318,027 | 1,342 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $419,107 | 1,890 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $452,447 | 1,883 | Shares | Other | 2025-02-04 | |
| 2023-12-31 | $208,636 | 978 | Shares | Other | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||