PARTNERS WEALTH MANAGEMENT, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2054714
CARMEL BY THE SEA, CA
Position in VB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$255,372
+$13,931 QoQ
Shares Held
975
+4.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.54%
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 | $255,372 | 975 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $241,441 | 936 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $258,348 | 1,016 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $304,519 | 1,285 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $284,948 | 1,285 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $308,759 | 1,285 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||