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Copia Wealth Management

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 2058771 BEND, OR

Position in VB

as of Mar 31, 2026 · filed May 4, 2026
Position Value
$2,619
+$40 QoQ
Shares Held
10
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.01%
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
2026-03-31 $2,619 10
2025-12-31 $2,579 10
2025-09-30 $2,542 10
2025-06-30 $2,369 10
2025-03-31 $2,217 10
2024-12-31 $2,402 10