Arista Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1964758
Las Vegas, NV
Position in VB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$863,812
+$13,093 QoQ
Shares Held
3,298
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $863,812 | 3,298 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $850,719 | 3,298 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $838,615 | 3,298 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $785,825 | 3,316 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $735,323 | 3,316 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $792,203 | 3,297 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $786,351 | 3,315 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $718,877 | 3,297 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $739,488 | 3,235 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $221,863 | 1,040 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||