Horizons Wealth Management
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1943228
ASHEVILLE, NC
Position in VB
as of Mar 31, 2026
· filed Apr 2, 2026
Position Value
$10,578,424
-$17,388 QoQ
Shares Held
40,388
-1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
29.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,578,424 | 40,388 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $10,595,812 | 41,077 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $10,194,339 | 40,091 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $9,491,759 | 40,053 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $8,589,929 | 38,737 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $9,268,320 | 38,573 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $9,115,031 | 38,426 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $8,449,486 | 38,752 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $11,929,197 | 52,186 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $11,132,839 | 52,186 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $9,644,082 | 51,008 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $10,180,781 | 51,188 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $9,589,082 | 50,586 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $9,076,420 | 49,452 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $8,001,322 | 46,816 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $8,271,710 | 46,969 | Shares | Sole | 2022-08-19 | |
| No filing history on record for this holder in this stock. | ||||||