Avior Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1599868
OMAHA, NE
Position in VB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$33,801,561
-$5,887,915 QoQ
Shares Held
129,053
-16.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,801,561 | 129,053 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $39,689,476 | 153,865 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $37,594,280 | 147,846 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $32,517,921 | 137,218 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $26,735,510 | 120,566 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $29,862,238 | 124,281 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $29,028,336 | 122,374 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $21,922,177 | 100,542 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,657,897 | 16,002 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,153,566 | 10,095 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,650,770 | 8,731 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,836,152 | 9,232 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,601,402 | 8,448 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,432,896 | 7,807 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,259,606 | 7,370 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,465,763 | 8,323 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,815,558 | 8,543 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,991,374 | 8,811 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,754,826 | 8,025 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,579,663 | 7,012 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,224,323 | 5,719 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,045,626 | 5,371 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $895,116 | 5,820 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,505,870 | 10,334 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $378,181 | 3,276 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||