Wingate Wealth Advisors, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2041800
LEXINGTON, MA
Position in VB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,359,102
+$51,038 QoQ
Shares Held
5,189
+2.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.10%
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 | $1,359,102 | 5,189 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,308,064 | 5,071 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,151,125 | 4,527 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $809,997 | 3,418 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $530,426 | 2,392 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $632,416 | 2,632 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||