Werba Rubin Papier Wealth Management
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1971029
SAN JOSE, CA
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$691,992
-$17,886 QoQ
Shares Held
2,642
-4.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
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 | $691,992 | 2,642 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $709,878 | 2,752 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $650,193 | 2,557 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $605,483 | 2,555 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $565,906 | 2,552 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $847,227 | 3,526 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $835,928 | 3,524 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $647,796 | 2,971 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,028,426 | 4,499 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $967,878 | 4,537 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $879,364 | 4,651 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $998,427 | 5,020 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $962,017 | 5,075 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $931,465 | 5,075 | Shares | Sole | 2023-03-28 | |
| No filing history on record for this holder in this stock. | ||||||