EnRich Financial Partners LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1955091
MADISON, WI
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$305,398
+$5,403 QoQ
Shares Held
1,166
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $305,398 | 1,166 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $299,995 | 1,163 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $294,710 | 1,159 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $273,948 | 1,156 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $256,343 | 1,156 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $281,127 | 1,170 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $282,517 | 1,191 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $218,040 | 1,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $228,590 | 1,000 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $212,903 | 998 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||