Equity Wealth Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2097037
Independence, MO
Position in VB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$8,456,872
+$627,058 QoQ
Shares Held
32,288
+6.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
17.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,456,872 | 32,288 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,829,814 | 30,354 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,174,006 | 16,415 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||