FAMILY WEALTH PARTNERS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2016217
MATTHEWS, NC
Position in VB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$7,238,159
+$35,938 QoQ
Shares Held
27,635
-1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.23%
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 | $7,238,159 | 27,635 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $7,202,221 | 27,921 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $7,240,114 | 28,473 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,534,723 | 27,575 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $6,424,984 | 28,974 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,077,447 | 29,455 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,863,434 | 28,934 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $6,397,729 | 29,342 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $5,949,511 | 26,027 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $6,143,477 | 28,798 | Shares | Sole | 2024-03-20 | |
| No filing history on record for this holder in this stock. | ||||||