GDS Wealth Management
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1940869
FLOWER MOUND, TX
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$433,764
+$48,480 QoQ
Shares Held
1,431
-2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#417
of 556 holders
Holding Since
Dec 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,764 | 1,431 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $385,284 | 1,471 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $299,995 | 1,163 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $317,087 | 1,247 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $312,813 | 1,320 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $400,924 | 1,808 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $700,896 | 2,917 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $700,718 | 2,954 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $13,989,664 | 64,161 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $14,627,474 | 63,990 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $13,290,672 | 62,301 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $11,493,943 | 60,792 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $11,437,567 | 57,507 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $10,483,805 | 55,306 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,592,351 | 52,263 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $8,055,501 | 47,133 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $7,595,095 | 43,127 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $8,010,091 | 37,691 | Shares | Sole | 2022-08-05 | |
| 2021-12-31 | $8,201,902 | 36,290 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||