Balboa Wealth Partners
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1929008
SCOTTSDALE, AZ
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,034,845
+$372,946 QoQ
Shares Held
3,951
+54.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,034,845 | 3,951 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $661,899 | 2,566 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $619,934 | 2,438 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $593,871 | 2,506 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $219,532 | 990 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $237,396 | 988 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $241,005 | 1,016 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $291,737 | 1,338 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $303,567 | 1,328 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $311,888 | 1,462 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $283,605 | 1,500 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $290,379 | 1,460 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $270,502 | 1,427 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $216,944 | 1,182 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $239,957 | 1,404 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||