JFS WEALTH ADVISORS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1568068
HERMITAGE, PA
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$2,917,264
+$112,058 QoQ
Shares Held
11,138
+2.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,917,264 | 11,138 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,805,206 | 10,875 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,755,886 | 10,838 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,449,425 | 10,336 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,246,549 | 10,131 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,639,235 | 10,984 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,605,277 | 10,983 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $116,869 | 536 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $122,524 | 536 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $114,131 | 535 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $149,932 | 793 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $144,791 | 728 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $130,796 | 690 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $126,642 | 690 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $65,287 | 382 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $55,474 | 315 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $161,302 | 759 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $178,321 | 789 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $80,033 | 366 | Shares | Sole | 2021-11-09 | |
| 2020-09-30 | $19,225 | 125 | Shares | Sole | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||