Shared Vision Wealth Group LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2008178
CARLSBAD, X1
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$298,850
+$4,530 QoQ
Shares Held
1,141
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $298,850 | 1,141 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $294,320 | 1,141 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $290,133 | 1,141 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $270,394 | 1,141 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $253,016 | 1,141 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $274,159 | 1,141 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $270,656 | 1,141 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $248,783 | 1,141 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $260,821 | 1,141 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $243,409 | 1,141 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||