MELFA WEALTH MANAGEMENT, INC.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1962465
WESTBOROUGH, MA
Position in VB
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$230,751
+$11,494 QoQ
Shares Held
881
+3.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $230,751 | 881 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $219,257 | 850 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $216,138 | 850 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $201,433 | 850 | Shares | Sole | 2025-07-17 | |
| 2024-12-31 | $204,238 | 850 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $201,628 | 850 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||