21 West Wealth Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2067541
TUSTIN, CA
Position in VB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,838,940
+$3,626 QoQ
Shares Held
7,021
-1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,838,940 | 7,021 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,835,314 | 7,115 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,801,065 | 7,083 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,630,659 | 6,881 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||