Lord & Richards Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2045252
HIGHLANDS RANCH, CO
Position in VB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$2,037,735
+$94,086 QoQ
Shares Held
7,780
+3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.74%
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 | $2,037,735 | 7,780 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,943,649 | 7,535 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,223,592 | 4,812 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,050,292 | 4,432 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $833,778 | 3,760 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $427,215 | 1,778 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||