Lionshead Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2056752
New York, NY
Position in VB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,420,916
+$84,735 QoQ
Shares Held
5,425
+4.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $1,420,916 | 5,425 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,336,181 | 5,180 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,027,036 | 4,039 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $579,416 | 2,445 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $497,385 | 2,243 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $865,008 | 3,600 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||