TRUE Private Wealth Advisors
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1667074
Salem, OR
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$262,181
+$249,722 QoQ
Shares Held
1,001
+1464.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $262,181 | 1,001 | Shares | Sole | 2026-05-15 | |
| 2020-12-31 | $12,459 | 64 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $6,767 | 44 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $6,411 | 44 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $8,311 | 72 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||