Westmount Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2051491
LOS ANGELES, CA
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$742,805
-$59,935 QoQ
Shares Held
2,836
-8.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $742,805 | 2,836 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $802,740 | 3,112 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $791,319 | 3,112 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $698,854 | 2,949 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $641,301 | 2,892 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $354,653 | 1,476 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $387,838 | 1,635 | Shares | Sole | 2025-01-13 | |
| 2024-06-30 | $320,736 | 1,471 | Shares | Sole | 2025-01-28 | |
| 2024-03-31 | $334,198 | 1,462 | Shares | Sole | 2025-01-28 | |
| 2023-12-31 | $315,301 | 1,478 | Shares | Sole | 2025-01-28 | |
| 2023-09-30 | $203,817 | 1,078 | Shares | Sole | 2025-01-28 | |
| 2023-06-30 | $213,806 | 1,075 | Shares | Sole | 2025-01-28 | |
| 2023-03-31 | $227,282 | 1,199 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||