VSM Wealth Advisory, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2050660
HUNT VALLEY, MD
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$14,402,980
+$502,313 QoQ
Shares Held
54,990
+2.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
17.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 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 | $14,402,980 | 54,990 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,900,667 | 53,889 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $13,987,179 | 55,007 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $90,052 | 380 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,908,196 | 53,701 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $12,843,446 | 53,452 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||