Timmons Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2110045
ATTLEBORO, MA
Position in VB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,761,695
+$129,244 QoQ
Shares Held
14,362
+2.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.88%
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 | $3,761,695 | 14,362 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,632,451 | 14,082 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||