WEALTHEDGE INVESTMENT ADVISORS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2058455
NEW YORK, NY
Position in VB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$454,169
-$95,780 QoQ
Shares Held
1,734
-18.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
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 | $454,169 | 1,734 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $549,949 | 2,132 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $574,164 | 2,258 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $533,915 | 2,253 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $782,777 | 3,530 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $978,900 | 4,074 | Shares | Sole | 2025-03-12 | |
| No filing history on record for this holder in this stock. | ||||||