TRB Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2130988
HOUSTON, TX
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$29,846,710
+$4,209,981 QoQ
Shares Held
98,465
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
9.39%
of 13F equity value
Holder Rank
#75
of 556 holders
Holding Since
Mar 2026
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,846,710 | 98,465 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $25,636,729 | 97,880 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||