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SAM Advisors, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1600944 OAKHURST, CA

Position in VB

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$22,611,539
+$3,341,561 QoQ
Shares Held
74,596
+1.4% QoQ
Ownership
of shares outstanding
% of Portfolio
12.87%
of 13F equity value
Holder Rank
#48
of 353 holders
Holding Since
Sep 2021
20 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
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $22,611,539 74,596
2026-03-31 $19,269,978 73,572
2025-12-31 $18,717,109 72,561
2025-09-30 $18,287,309 71,918
2025-06-30 $16,869,658 71,186
2025-03-31 $15,228,237 68,673
2024-12-31 $16,673,509 69,392
2024-09-30 $16,389,313 69,092
2024-06-30 $15,229,875 69,849
2024-03-31 $16,062,104 70,266
2023-12-31 $14,930,966 69,990
2023-09-30 $12,986,083 68,684
2023-06-30 $13,812,313 69,447
2023-03-31 $12,663,555 66,805
2022-12-31 $12,861,565 70,075
2022-09-30 $11,589,236 67,809
2022-06-30 $11,877,034 67,441
2022-03-31 $14,015,481 65,949
2021-12-31 $14,324,513 63,380
2021-09-30 $14,369,680 65,714