Abacus Wealth Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1978011
SANTA MONICA, CA
Position in VB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$837,882
-$99,508 QoQ
Shares Held
3,199
-12.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
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 | $837,882 | 3,199 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $937,390 | 3,634 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $453,381 | 1,783 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $751,700 | 3,172 | Shares | Sole | 2025-07-14 | |
| 2024-03-31 | $309,968 | 1,356 | Shares | Sole | 2024-04-10 | |
| 2021-12-31 | $203,635 | 901 | Shares | Sole | 2023-05-31 | |
| No filing history on record for this holder in this stock. | ||||||