STONE LOFT WEALTH MANAGEMENT LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2130930
WEST CHESTER, PA
Position in VB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,494,777
+$1,171,824 QoQ
Shares Held
5,707
+355.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.61%
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 | $1,494,777 | 5,707 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $322,953 | 1,252 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||