Wealth Management Strategies, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2057285
PITTSBURGH, PA
Position in VB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$9,537,816
+$451,528 QoQ
Shares Held
36,415
+3.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
14.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,537,816 | 36,415 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,086,288 | 35,225 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,796,816 | 34,595 | Shares | Sole | 2025-11-17 | |
| 2025-03-31 | $6,419,440 | 28,949 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $62,570 | 26,040 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||