Flywheel Private Wealth LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2029680
Los Altos, CA
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$673,658
+$10,211 QoQ
Shares Held
2,572
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $673,658 | 2,572 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $663,447 | 2,572 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $654,008 | 2,572 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $626,575 | 2,644 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $692,747 | 3,124 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $776,104 | 3,230 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||