LIBERTY SQUARE WEALTH PARTNERS LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2057655
BETHLEHEM, PA
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$3,944,777
-$315,525 QoQ
Shares Held
15,061
-8.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.68%
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 | $3,944,777 | 15,061 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,260,302 | 16,516 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,984,396 | 19,602 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,963,601 | 25,165 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,819,385 | 26,243 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,345,554 | 26,409 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||