New Insight Wealth Advisors
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2022328
SAN RAMON, CA
Position in VB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$413,571
-$10,498 QoQ
Shares Held
1,579
-4.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $413,571 | 1,579 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $424,069 | 1,644 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $431,767 | 1,698 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $340,540 | 1,437 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $472,549 | 2,131 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $289,297 | 1,204 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $257,610 | 1,086 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||