Moss Adams Wealth Advisors LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1661245
SEATTLE, WA
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$811,166
+$12,295 QoQ
Shares Held
3,097
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $811,166 | 3,097 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $798,871 | 3,097 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $814,967 | 3,205 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $759,520 | 3,205 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $741,753 | 3,345 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $769,616 | 3,203 | Shares | Sole | 2025-01-15 | |
| 2023-09-30 | $42,162 | 223 | Shares | Sole | 2023-12-20 | |
| 2023-06-30 | $44,352 | 223 | Shares | Sole | 2023-12-20 | |
| 2023-03-31 | $89,851 | 474 | Shares | Sole | 2023-12-20 | |
| 2022-12-31 | $86,814 | 473 | Shares | Sole | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||