Forvis Mazars Wealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1352864
Springfield, MO
Position in VB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$19,993,663
-$748,354 QoQ
Shares Held
76,335
-5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,993,663 | 76,335 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $20,742,017 | 80,411 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $22,080,658 | 86,836 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $22,479,448 | 94,858 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $22,826,058 | 102,936 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $30,202,234 | 125,696 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $34,361,054 | 144,855 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $33,016,925 | 151,426 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $36,196,083 | 158,345 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $34,399,249 | 161,249 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $29,606,471 | 156,590 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $28,981,654 | 145,717 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $25,850,486 | 136,371 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $20,765,715 | 113,140 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $16,247,388 | 95,064 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $14,029,098 | 79,661 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $22,156,272 | 104,255 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $22,469,462 | 99,418 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $20,998,224 | 96,027 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $19,645,767 | 87,206 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $16,285,493 | 76,072 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $13,717,347 | 70,461 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $9,461,622 | 61,519 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,834,774 | 40,041 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $734,544 | 6,363 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||