Rockwood Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1983670
New Hope, PA
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,526,731
+$23,141 QoQ
Shares Held
5,829
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,526,731 | 5,829 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,503,590 | 5,829 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,472,789 | 5,792 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,383,963 | 5,840 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,326,730 | 5,983 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,168,241 | 4,862 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,303,943 | 5,497 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,138,386 | 5,221 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $963,506 | 4,215 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $899,185 | 4,215 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $796,930 | 4,215 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $838,321 | 4,215 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $730,753 | 3,855 | Shares | Sole | 2023-07-20 | |
| 2022-12-31 | $707,546 | 3,855 | Shares | Sole | 2023-07-20 | |
| 2022-09-30 | $554,773 | 3,246 | Shares | Sole | 2023-07-20 | |
| 2022-06-30 | $574,646 | 3,263 | Shares | Sole | 2023-07-20 | |
| 2022-03-31 | $693,452 | 3,263 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||