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BXM Wealth LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 2052379 Englewood, CO

Position in VB

as of Mar 31, 2026 · filed Apr 23, 2026
Position Value
$906,243
+$69,977 QoQ
Shares Held
3,460
-94.9% QoQ
Ownership
of shares outstanding
% of Portfolio
1.22%
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
2026-03-31 $906,243 3,460
2025-12-31 $836,266 67,729
2025-09-30 $1,432,359 5,633
2025-06-30 $751,937 3,173
2025-03-31 $1,599,482 7,213
2024-12-31 $1,650,483 6,869