MPWM ADVISORY SOLUTIONS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2056693
ALPHARETTA, GA
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$809,330
+$87,217 QoQ
Shares Held
2,670
-3.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#346
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 | $809,330 | 2,670 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $722,113 | 2,757 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $775,655 | 3,007 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $624,765 | 2,457 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $592,923 | 2,502 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $541,957 | 2,444 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $587,244 | 2,444 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||