Forza Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1963030
SARASOTA, FL
Position in VB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$369,307
+$5,598 QoQ
Shares Held
1,410
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $369,307 | 1,410 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $363,709 | 1,410 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $358,534 | 1,410 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $334,141 | 1,410 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||