World Investment Advisors
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1652594
SANTA BARBARA, CA
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,972,872
+$1,387,281 QoQ
Shares Held
69,190
-7.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#92
of 556 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,972,872 | 69,190 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,585,591 | 74,777 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $17,242,925 | 66,846 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $12,055,414 | 47,410 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $11,587,136 | 48,895 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $10,163,024 | 45,831 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,762,530 | 36,468 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $10,003,856 | 42,173 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $5,186,299 | 23,786 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $410,776 | 1,797 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,783,012 | 8,358 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,346,934 | 7,124 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,600,070 | 8,045 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,563,490 | 8,248 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,452,719 | 7,915 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,815,235 | 10,621 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,896,176 | 10,767 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,306,267 | 10,852 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,437,291 | 10,784 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,435,787 | 6,566 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,171,230 | 5,199 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $869,164 | 4,060 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $740,368 | 3,803 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $500,311 | 3,253 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $470,821 | 3,231 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $617,257 | 5,347 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||