Aviance Capital Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1542383
NAPLES, FL
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$357,520
+$103,698 QoQ
Shares Held
1,365
+38.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $357,520 | 1,365 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $253,822 | 984 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $250,211 | 984 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $233,188 | 984 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $218,202 | 984 | Shares | Sole | 2025-04-29 | |
| 2023-09-30 | $228,774 | 1,210 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $237,872 | 1,196 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $264,625 | 1,396 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||