Shira Ridge Wealth Management
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1961210
LARKSPUR, CA
Position in VB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$209,797
+$5,759 QoQ
Shares Held
801
+1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,797 | 801 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $204,038 | 791 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $263,688 | 1,037 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $200,722 | 847 | Shares | Sole | 2025-07-10 | |
| 2024-12-31 | $449,323 | 1,870 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $430,061 | 1,813 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $262,738 | 1,205 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||