Buck Wealth Strategies, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1973259
DENVER, CO
Position in VB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$426,143
-$126,643 QoQ
Shares Held
1,627
-24.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $426,143 | 1,627 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $552,786 | 2,143 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $472,452 | 1,858 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $404,050 | 1,705 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $516,234 | 2,328 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $9,281,295 | 38,627 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,148,643 | 21,705 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,978,071 | 22,831 | Shares | Sole | 2024-08-15 | |
| 2023-09-30 | $13,802 | 73 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||