Legacy Wealth Managment, LLC/ID
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2045082
BOISE, ID
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$151,127
-$25,310 QoQ
Shares Held
577
-15.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $151,127 | 577 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $176,437 | 684 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,068 | 16 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,953 | 42 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,548 | 16 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $3,844 | 16 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,795 | 16 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||