Wealthspire Retirement, LLC
PensionPosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 2040084
ALISO VIEJO, CA
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$21,396,937
+$2,002,547 QoQ
Shares Held
70,589
-4.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.58%
of 13F equity value
Holder Rank
#91
of 556 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,396,937 | 70,589 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $19,394,390 | 74,047 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $17,833,373 | 69,135 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $17,372,663 | 68,321 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $15,804,196 | 66,690 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,034,778 | 9,176 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,483,293 | 10,335 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,993,750 | 8,405 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $1,955,164 | 8,967 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $2,059,367 | 9,009 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $1,220,887 | 5,723 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $968,983 | 5,125 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $973,168 | 4,893 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $749,520 | 3,954 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $639,453 | 3,484 | Shares | Sole | 2025-02-13 | |
| 2022-09-30 | $542,981 | 3,177 | Shares | Sole | 2025-02-13 | |
| 2022-06-30 | $561,438 | 3,188 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $615,032 | 2,894 | Shares | Sole | 2025-02-13 | |
| 2021-12-31 | $410,886 | 1,818 | Shares | Sole | 2025-02-13 | |
| 2021-09-30 | $389,451 | 1,781 | Shares | Sole | 2025-02-13 | |
| 2021-06-30 | $398,970 | 1,771 | Shares | Sole | 2025-02-13 | |
| 2021-03-31 | $408,464 | 1,908 | Shares | Sole | 2025-02-13 | |
| 2020-12-31 | $339,132 | 1,742 | Shares | Sole | 2025-02-13 | |
| 2020-09-30 | $243,619 | 1,584 | Shares | Sole | 2025-02-13 | |
| 2020-06-30 | $255,884 | 1,756 | Shares | Sole | 2025-02-13 | |
| 2020-03-31 | $209,869 | 1,818 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||