Bernard Wealth Management Corp.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2056313
ROYAL OAK, MI
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,191
+$13,128 QoQ
Shares Held
58
+625.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,191 | 58 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,063 | 8 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,034 | 8 | Shares | Sole | 2025-10-14 | |
| 2025-03-31 | $21,066 | 95 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||