Fonville Wealth Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2008703
RICHMOND, VA
Position in VB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$11,373,876
+$235,853 QoQ
Shares Held
43,425
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
12.14%
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 | $11,373,876 | 43,425 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $11,138,023 | 43,179 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,849,873 | 42,669 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $10,054,587 | 42,428 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $9,482,917 | 42,764 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $8,451,368 | 35,173 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $8,227,391 | 34,684 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $7,798,854 | 35,768 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $8,040,653 | 35,175 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $6,951,998 | 32,588 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||