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True Wealth Design, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1966033 AKRON, OH

Position in VB

as of Mar 31, 2026 · filed Apr 13, 2026
Position Value
$231,013
+$181,429 QoQ
Shares Held
882
+352.3% QoQ
Ownership
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
11 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
11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $231,013 882
2025-09-30 $49,584 195
2025-06-30 $92,896 392
2025-03-31 $86,926 392
2024-06-30 $855,807 3,925
2024-03-31 $897,215 3,925
2023-12-31 $850,546 3,987
2023-09-30 $759,683 4,018
2023-06-30 $795,361 3,999
2023-03-31 $758,050 3,999
2022-12-31 $802,803 4,374