FSM Wealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1942548
CLEVELAND, OH
Position in VB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$604,511
+$85,000 QoQ
Shares Held
2,308
+14.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $604,511 | 2,308 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $519,511 | 2,014 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $417,782 | 1,643 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $389,358 | 1,643 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $323,533 | 1,459 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $202,556 | 843 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||