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MilWealth Group LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1972750 MILWAUKEE, WI

Position in VB

as of Mar 31, 2026 · filed May 1, 2026
Position Value
$45,258,990
+$808,789 QoQ
Shares Held
172,797
+0.3% QoQ
Ownership
of shares outstanding
% of Portfolio
36.81%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 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

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $45,258,990 172,797
2025-12-31 $44,450,201 172,321
2025-09-30 $43,328,040 170,395
2025-06-30 $40,226,407 169,746
2025-03-31 $36,734,218 165,656
2024-12-31 $39,705,068 165,245
2024-09-30 $39,758,530 167,609
2024-06-30 $36,088,890 165,515
2024-03-31 $37,611,512 164,537
2023-12-31 $35,332,994 165,626
2023-09-30 $30,693,245 162,338
2023-06-30 $31,545,346 158,607
2023-03-31 $29,892,664 157,695
2022-12-31 $29,362,362 159,978
2022-09-30 $27,338,592 159,959
2022-06-30 $26,650,197 151,327
2022-03-31 $32,639,246 153,582
2021-12-31 $33,804,767 149,572
2021-09-30 $33,098,765 151,364
2021-06-30 $30,738,104 136,444
2021-03-31 $28,942,973 135,197
2020-12-31 $29,305,180 150,530
2020-09-30 $24,291,787 157,944
2020-06-30 $23,856,695 163,716
2020-03-31 $17,529,448 151,849