WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1632972
PLYMOUTH, MN
Position in VB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$59,725,355
-$42,988,787 QoQ
Shares Held
228,029
-42.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
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 | $59,725,355 | 228,029 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $102,714,142 | 398,194 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $99,208,359 | 390,154 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $91,170,471 | 384,718 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $55,664,793 | 251,025 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $53,087,222 | 220,939 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $47,050,366 | 198,349 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $41,637,136 | 190,961 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $42,117,707 | 184,250 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $24,149,169 | 113,201 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $20,685,203 | 109,405 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $910,916 | 4,580 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,118,404 | 5,900 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,008,001 | 5,492 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $873,008 | 5,108 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,021,790 | 5,802 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,352,477 | 6,364 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,480,591 | 6,551 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,446,939 | 6,617 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,470,402 | 6,527 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,557,217 | 7,274 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,632,586 | 8,386 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,360,976 | 8,849 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,361,607 | 9,344 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $2,155,380 | 18,671 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||