Factor Wealth Management LTD
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2055816
CHICAGO, IL
Position in VB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$4,827,971
-$283,824 QoQ
Shares Held
18,433
-7.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,827,971 | 18,433 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,111,795 | 19,817 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,227,405 | 16,625 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,525,551 | 14,877 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,212,492 | 14,487 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,975,627 | 12,384 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||