BURLING WEALTH PARTNERS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2054946
CHICAGO, IL
Position in VB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$15,603,884
-$75,606 QoQ
Shares Held
59,575
-2.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.10%
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 | $15,603,884 | 59,575 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $15,679,490 | 60,785 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $14,578,889 | 57,334 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $13,231,067 | 55,832 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,675,451 | 57,161 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $13,343,469 | 55,533 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||