SAGESPRING WEALTH PARTNERS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2056425
FRANKLIN, TN
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,135,171
+$293,924 QoQ
Shares Held
8,152
+14.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
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 | $2,135,171 | 8,152 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,841,247 | 7,138 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,775,128 | 6,981 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,586,344 | 6,694 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,021,029 | 9,114 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,204,809 | 9,176 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||