Gateway Wealth Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1966037
APPLETON, WI
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,304,750
+$13,002,691 QoQ
Shares Held
50,797
+4237.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,304,750 | 50,797 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $302,059 | 1,171 | Shares | Sole | 2026-02-11 | |
| 2023-09-30 | $7,057,415 | 37,327 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,690,460 | 33,639 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,270,076 | 33,077 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,922,468 | 32,268 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||