DIVERSIFY WEALTH MANAGEMENT, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2030780
SANDY, UT
Position in VB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$13,946,716
+$2,814,626 QoQ
Shares Held
53,248
+23.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,946,716 | 53,248 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $11,132,090 | 43,156 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $11,091,947 | 43,621 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,215,970 | 43,109 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,341,662 | 42,127 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $9,368,036 | 38,988 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $8,950,170 | 37,731 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,946,754 | 31,860 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||