Mutual Advisors, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1694080 OMAHA, NE

Position in VB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,541,914

+$1,521,924 QoQ

Shares Held

31,479

+2.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#129

of 556 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,541,914	31,479	+2.8%	Shares	Sole	2026-08-14
2026-03-31	$8,019,990	30,620	-13.4%	Shares	Sole	2026-05-04
2025-12-31	$9,121,112	35,360	+0.8%	Shares	Sole	2026-02-02
2025-09-30	$8,924,210	35,096	+2.8%	Shares	Sole	2025-11-04
2025-06-30	$8,093,103	34,151	+22.3%	Shares	Sole	2025-07-28
2025-03-31	$6,192,812	27,927	-8.3%	Shares	Sole	2025-04-28
2024-12-31	$7,313,882	30,439	+33.6%	Shares	Sole	2025-01-17
2024-09-30	$5,404,355	22,783	-17.2%	Shares	Sole	2024-10-25
2024-06-30	$5,996,754	27,503	+12.5%	Shares	Sole	2024-07-30
2024-03-31	$5,590,625	24,457	-18.8%	Shares	Sole	2024-05-02
2023-12-31	$6,422,939	30,108	-14.6%	Shares	Sole	2024-01-12
2023-09-30	$6,669,255	35,274	+51.6%	Shares	Sole	2023-11-13
2023-06-30	$4,627,573	23,267	-26.2%	Shares	Sole	2023-07-31
2023-03-31	$5,978,911	31,541	+15.4%	Shares	Sole	2023-04-11
2022-12-31	$5,018,534	27,343	-9.7%	Shares	Sole	2023-01-12
2022-09-30	$5,177,376	30,293	+48.0%	Shares	Sole	2022-11-03
2022-06-30	$3,605,147	20,471	+10.7%	Shares	Sole	2022-08-15
2022-03-31	$3,929,282	18,489	+39.5%	Shares	Sole	2022-05-09
2021-12-31	$2,995,084	13,252	+53.5%	Shares	Sole	2022-02-14
2021-09-30	$1,887,778	8,633	-46.4%	Shares	Sole	2021-11-15
2021-06-30	$3,627,008	16,100	-0.8%	Shares	Sole	2021-08-12
2021-03-31	$3,473,662	16,226	+182.8%	Shares	Sole	2021-05-13
2020-12-31	$1,117,073	5,738	0.0%	Shares	Sole	2021-02-11
2020-09-30	$882,504	5,738	-1.0%	Shares	Sole	2020-11-13
2020-06-30	$844,884	5,798	+83.6%	Shares	Sole	2020-08-05
2020-03-31	$364,559	3,158	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.