STEINBERGANNA WEALTH MANAGEMENT
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2089528
HUNTINGTON, NY
Position in VB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$273,968
+$19,888 QoQ
Shares Held
1,046
+6.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $273,968 | 1,046 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $254,080 | 985 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $232,411 | 914 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||