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Graetz Wealth LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 2053877 JENISON, MI

Position in VB

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,709,293
+$257,209 QoQ
Shares Held
5,639
+1.7% QoQ
Ownership
of shares outstanding
% of Portfolio
4.00%
of 13F equity value
Holder Rank
#159
of 353 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,709,293 5,639
2026-03-31 $1,452,084 5,544
2025-12-31 $1,425,431 5,526