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Code Waechter LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 2039212 TAMPA, FL

Position in VB

as of Mar 31, 2026 · filed Apr 15, 2026
Position Value
$11,007,711
+$1,215,414 QoQ
Shares Held
42,027
+10.7% QoQ
Ownership
of shares outstanding
% of Portfolio
13.63%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $11,007,711 42,027
2025-12-31 $9,792,297 37,962
2025-09-30 $10,740,787 42,240
2025-06-30 $8,186,237 34,544