Retirement Wealth Solutions LLC
PensionPosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 2044741
MARSHFIELD, WI
Position in VB
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$95,076
+$1,183 QoQ
Shares Held
363
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
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 | $95,076 | 363 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $93,893 | 364 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $92,557 | 364 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $13,744 | 58 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $12,861 | 58 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $77,129 | 321 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||