BALANCED WEALTH GROUP LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2009783
WESTLAKE, OH
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$5,275,330
+$29,659 QoQ
Shares Held
20,141
-1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.30%
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 | $5,275,330 | 20,141 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,245,671 | 20,336 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $5,155,272 | 20,274 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,807,139 | 20,285 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,535,009 | 20,451 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,895,945 | 20,376 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,821,530 | 20,326 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,449,760 | 20,408 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,752,614 | 20,791 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,051,350 | 18,991 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||