Partnership Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2010656
TOWSON, MD
Position in VB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$260,348
+$12,201 QoQ
Shares Held
994
+3.3% 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 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 | $260,348 | 994 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $248,147 | 962 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $243,854 | 959 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $232,714 | 982 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $273,196 | 1,232 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $295,544 | 1,230 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $256,661 | 1,082 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $321,609 | 1,475 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $379,459 | 1,660 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $353,487 | 1,657 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||