Coastline Complete Wealth LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2112134
BLUFFTON, SC
Position in VB
as of Mar 31, 2026
· filed May 22, 2026
Position Value
$391,046
-$120,210 QoQ
Shares Held
1,493
-24.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $391,046 | 1,493 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $511,256 | 1,982 | Shares | Sole | 2026-02-24 | |
| No filing history on record for this holder in this stock. | ||||||