Modern Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2001900
KANSAS CITY, MO
Position in VB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,522,583
-$55,327 QoQ
Shares Held
21,085
-2.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,522,583 | 21,085 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,577,910 | 21,624 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,304,451 | 16,928 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,210,423 | 17,767 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $3,764,871 | 16,978 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $1,349,652 | 5,617 | Shares | Sole | 2025-05-30 | |
| 2024-09-30 | $338,024 | 1,425 | Shares | Sole | 2025-05-30 | |
| 2024-06-30 | $229,596 | 1,053 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||