LMG Wealth Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1965772
SHREVEPORT, LA
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$514,697
+$69,957 QoQ
Shares Held
1,698
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#399
of 556 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,697 | 1,698 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $444,740 | 1,698 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $437,999 | 1,698 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $334,378 | 1,315 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $311,628 | 1,315 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||