Causey Wealth LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2132639
GREENWOOD VILLAGE, CO
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,895,395
+$495,150 QoQ
Shares Held
12,851
-1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.31%
of 13F equity value
Holder Rank
#196
of 556 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,895,395 | 12,851 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,400,245 | 12,982 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,444,220 | 17,229 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $4,542,966 | 17,866 | Shares | Sole | 2026-05-19 | |
| 2025-06-30 | $4,762,350 | 20,096 | Shares | Sole | 2026-05-19 | |
| 2025-03-31 | $5,321,556 | 23,998 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $6,876,573 | 28,619 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||