Independent Advisor Alliance
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1696899
CHARLOTTE, NC
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,253,401
-$16,543,539 QoQ
Shares Held
4,135
-93.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#288
of 556 holders
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,253,401 | 4,135 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $17,796,940 | 67,948 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,113,828 | 4,318 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $861,754 | 3,389 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $928,724 | 3,919 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $378,749 | 1,708 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $18,694,744 | 77,804 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $1,479,183 | 6,784 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,545,725 | 6,762 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,424,282 | 11,364 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,073,728 | 5,679 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,129,496 | 5,679 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $868,374 | 4,581 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $843,733 | 4,597 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||