Blake Schutter Theil Wealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2042011
DAYTON, OH
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$421,429
+$8,194 QoQ
Shares Held
1,609
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $421,429 | 1,609 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $413,235 | 1,602 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $347,346 | 1,366 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $210,912 | 890 | Shares | Sole | 2025-07-31 | |
| 2024-12-31 | $213,128 | 887 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $209,693 | 884 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||