Mittelman Wealth Management
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2021464
ANDOVER, MA
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,060,011
-$978,196 QoQ
Shares Held
11,683
-25.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,060,011 | 11,683 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,038,207 | 15,655 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,313,605 | 16,964 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,358,828 | 22,613 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,468,835 | 15,643 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,956,885 | 12,306 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $3,903,053 | 16,454 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $513,920 | 2,357 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $571,703 | 2,501 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||