Lodestone Wealth Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1950158
SPOKANE, WA
Position in VB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$509,434
+$7,980 QoQ
Shares Held
1,945
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $509,434 | 1,945 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $501,454 | 1,944 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $493,557 | 1,941 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $459,741 | 1,940 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $430,195 | 1,940 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $465,662 | 1,938 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $459,001 | 1,935 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $424,959 | 1,949 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $448,950 | 1,964 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $426,873 | 2,001 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $310,263 | 1,641 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $349,250 | 1,756 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $334,952 | 1,767 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $328,536 | 1,790 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||