LJI Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1988563
Indianapolis, IN
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$496,862
+$117,934 QoQ
Shares Held
1,897
+29.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $496,862 | 1,897 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $378,928 | 1,469 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $373,537 | 1,469 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $348,123 | 1,469 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $325,750 | 1,469 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $352,971 | 1,469 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $348,461 | 1,469 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $396,178 | 1,817 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $438,207 | 1,917 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $392,100 | 1,838 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $372,846 | 1,972 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $392,211 | 1,972 | Shares | Sole | 2024-02-02 | |
| 2023-03-31 | $313,532 | 1,654 | Shares | Sole | 2024-02-02 | |
| 2022-12-31 | $303,575 | 1,654 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||