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LVW Advisors, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1576053 PITTSFORD, NY

Position in VB

as of Mar 31, 2026 · filed Apr 20, 2026
Position Value
$363,806
+$15,316 QoQ
Shares Held
1,389
+2.8% QoQ
Ownership
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2020
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
2026-03-31 $363,806 1,389
2025-12-31 $348,490 1,351
2025-09-30 $343,786 1,352
2025-06-30 $320,396 1,352
2025-03-31 $299,806 1,352
2024-12-31 $253,735 1,056
2024-09-30 $212,065 894
2024-06-30 $251,400 1,153
2024-03-31 $200,473 877
2022-03-31 $233,346 1,098
2020-09-30 $213,628 1,389