LongView Wealth Management
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1990190
ATLANTA, GA
Position in VB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$4,175,004
-$522,265 QoQ
Shares Held
15,940
-12.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,175,004 | 15,940 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,697,269 | 18,210 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $4,239,610 | 16,673 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,480,525 | 14,687 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $4,830,602 | 21,784 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,217,680 | 21,715 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,021,972 | 21,171 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $4,473,744 | 20,518 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $4,972,746 | 21,754 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,863,284 | 22,797 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||