Beacon Bridge Wealth Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1965468
LOWER GWYNEDD, PA
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,144,884
+$100,228 QoQ
Shares Held
15,825
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.07%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,144,884 | 15,825 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,044,656 | 15,680 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,973,379 | 15,626 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,646,174 | 15,386 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,325,141 | 14,995 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,359,354 | 13,981 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,345,372 | 14,103 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,026,395 | 13,880 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,432,278 | 15,015 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,612,194 | 21,620 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,078,050 | 21,569 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,861,610 | 9,360 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,569,770 | 34,658 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,567,724 | 13,990 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||