Cassaday & Co Wealth Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1963612
MCLEAN, VA
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,185,711
+$29,322 QoQ
Shares Held
4,527
+1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,185,711 | 4,527 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,156,389 | 4,483 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $539,327 | 2,121 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $514,483 | 2,171 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $604,490 | 2,726 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $508,672 | 2,117 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $454,019 | 1,914 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $496,695 | 2,278 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $506,784 | 2,217 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $400,847 | 1,879 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $355,262 | 1,879 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $373,714 | 1,879 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $354,477 | 1,870 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $409,661 | 2,232 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||