National Wealth Management Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1977723
CINCINNATI, OH
Position in VB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$299,898
-$250,051 QoQ
Shares Held
1,145
-46.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $299,898 | 1,145 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $549,949 | 2,132 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $370,994 | 1,459 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $267,787 | 1,130 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 | $235,942 | 1,064 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $253,735 | 1,056 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $200,916 | 847 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||