Rialto Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2054966
SYRACUSE, NY
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,185,769
+$67,580 QoQ
Shares Held
20,407
-12.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.12%
of 13F equity value
Holder Rank
#109
of 371 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,185,769 | 20,407 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,118,189 | 23,359 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,186,414 | 23,983 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $6,120,519 | 24,070 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,905,067 | 24,918 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,507,826 | 24,838 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $5,968,795 | 24,841 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||