SIMA Wealth Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2135539
NORTH CHESTERFIELD, VA
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$63,122
+$957 QoQ
Shares Held
241
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,122 | 241 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $62,165 | 241 | Shares | Sole | 2026-05-28 | |
| 2025-09-30 | $61,281 | 241 | Shares | Sole | 2026-05-28 | |
| No filing history on record for this holder in this stock. | ||||||