Avidian Wealth Enterprises, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1471474
HOUSTON, TX
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$784,974
+$63,488 QoQ
Shares Held
2,997
+7.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $784,974 | 2,997 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $721,486 | 2,797 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $630,614 | 2,480 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $597,663 | 2,522 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,300,785 | 5,866 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $503,146 | 2,094 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $495,294 | 2,088 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $402,283 | 1,845 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $306,767 | 1,342 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $279,035 | 1,308 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $250,517 | 1,325 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||