Hartmann Taylor Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2058267
DALLAS, TX
Position in VB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$4,508,167
+$125,597 QoQ
Shares Held
17,212
+1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,508,167 | 17,212 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,382,570 | 16,990 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,182,397 | 16,448 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,003,066 | 16,892 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,141,846 | 18,678 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||