Transamerica Financial Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1502149
CEDAR RAPIDS, IA
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$537,983
+$217,352 QoQ
Shares Held
2,054
+65.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $537,983 | 2,054 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $320,631 | 1,243 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $213,086 | 838 | Shares | Sole | 2025-11-14 | |
| 2024-06-30 | $10,247 | 47 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,743 | 47 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $547,831 | 2,568 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||