Regal Investment Advisors LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1559789
KENTWOOD, MI
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,946,319
+$522,763 QoQ
Shares Held
13,019
-0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#193
of 556 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 6%
Shared 40%
None 53%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,946,319 | 13,019 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,423,556 | 13,071 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,661,270 | 10,317 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,873,364 | 11,300 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,226,482 | 13,615 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,988,746 | 13,478 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,724,580 | 15,501 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,307,496 | 18,159 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,918,396 | 17,971 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,035,527 | 17,654 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,633,009 | 17,030 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,094,130 | 16,365 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,179,455 | 15,986 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,982,537 | 15,734 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,441,632 | 13,303 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $2,309,335 | 13,512 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,306,336 | 13,096 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,809,301 | 13,219 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,947,622 | 13,042 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,736,217 | 12,513 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,997,350 | 13,305 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $3,004,885 | 15,435 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $2,597,459 | 17,825 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||