Alteri Wealth LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2054980
WESTLAKE VILLAGE, CA
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$357,258
-$91,059 QoQ
Shares Held
1,364
-21.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
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 | $357,258 | 1,364 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $448,317 | 1,738 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $466,095 | 1,833 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $444,574 | 1,876 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $499,381 | 2,252 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $756,882 | 3,150 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||