Briggs Wealth Management, Inc
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2109156
GLASTONBURY, CT
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,422,770
+$126,943 QoQ
Shares Held
13,068
+2.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
14.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,422,770 | 13,068 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,295,827 | 12,777 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||