Abound Wealth Management
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1950323
FRANKLIN, TN
Position in VB
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$17,647,907
+$315,473 QoQ
Shares Held
67,379
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
12.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,647,907 | 67,379 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $17,332,434 | 67,193 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $16,986,412 | 66,802 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $15,513,658 | 65,464 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $12,718,249 | 57,354 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $11,898,425 | 49,519 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $11,637,285 | 49,059 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $10,769,867 | 49,394 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,724,381 | 51,290 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $11,144,785 | 52,242 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $7,079,537 | 37,444 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $7,179,133 | 36,096 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $6,476,506 | 34,166 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $6,085,268 | 33,155 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $5,633,364 | 32,961 | Shares | Sole | 2024-08-07 | |
| 2022-06-30 | $5,209,686 | 29,582 | Shares | Sole | 2024-08-12 | |
| 2022-03-31 | $5,981,375 | 28,145 | Shares | Sole | 2024-08-12 | |
| 2021-12-31 | $4,865,995 | 21,530 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||