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Olistico Wealth, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1962695 TULSA, OK

Position in VB

as of Mar 31, 2026 · filed Apr 9, 2026
Position Value
$338,924
+$19,324 QoQ
Shares Held
1,294
+4.4% QoQ
Ownership
of shares outstanding
% of Portfolio
0.30%
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
2026-03-31 $338,924 1,294
2025-12-31 $319,600 1,239
2025-09-30 $338,955 1,333
2025-06-30 $333,667 1,408
2025-03-31 $312,224 1,408
2024-12-31 $499,301 2,078
2024-09-30 $492,210 2,075
2024-06-30 $452,214 2,074
2024-03-31 $474,095 2,074
2023-12-31 $443,513 2,079
2023-09-30 $392,887 2,078
2023-06-30 $412,895 2,076
2023-03-31 $393,526 2,076
2022-12-31 $908,339 4,949