Tumwater Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2034579
Boise, ID
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$446,573
-$59,524 QoQ
Shares Held
1,705
-13.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.65%
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 | $446,573 | 1,705 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $506,097 | 1,962 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $490,251 | 1,928 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $634,395 | 2,677 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $581,206 | 2,621 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $633,137 | 2,635 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||