ANGELES WEALTH MANAGEMENT, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1929170
SANTA MONICA, CA
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$603,201
+$64,860 QoQ
Shares Held
2,303
+10.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $603,201 | 2,303 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $538,341 | 2,087 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $577,978 | 2,273 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $559,509 | 2,361 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $287,831 | 1,298 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $311,883 | 1,298 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $307,898 | 1,298 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $283,015 | 1,298 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $317,282 | 1,388 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $383,567 | 1,798 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $355,073 | 1,878 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $686,767 | 3,453 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,204,677 | 32,732 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,402,683 | 29,436 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,727,370 | 27,660 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,419,128 | 25,093 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,091,010 | 19,250 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||