Mascagni Wealth Management, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2063074
CLINTON, MS
Position in VB
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$732,590
+$4,656 QoQ
Shares Held
2,797
-0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.31%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $732,590 | 2,797 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $727,934 | 2,822 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $674,604 | 2,653 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $677,525 | 2,859 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $630,878 | 2,845 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $683,596 | 2,845 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||