Topsail Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2056627
CHARLOTTE, NC
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,605,020
+$206,368 QoQ
Shares Held
5,295
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#268
of 556 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 | $1,605,020 | 5,295 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,398,652 | 5,340 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,478,053 | 5,730 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,664,008 | 6,544 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,550,797 | 6,544 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,451,132 | 6,544 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,534,428 | 6,386 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||