Envision Financial LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2051355
BROOKFIELD, WI
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$3,157,707
+$17,682 QoQ
Shares Held
12,056
-1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
75.37%
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 | $3,157,707 | 12,056 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,140,025 | 12,173 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,668,160 | 10,493 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,236,143 | 9,436 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,873,122 | 8,447 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,015,228 | 8,387 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||