WP Advisors, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1697796 San Francisco, CA

Position in VB

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$31,532,548

-$218,775 QoQ

Shares Held

120,390

-2.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

9.58%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$31,532,548	120,390	-2.2%	Shares	Sole	2026-05-04
2025-12-31	$31,751,323	123,091	-6.2%	Shares	Sole	2026-01-28
2025-09-30	$33,376,538	131,259	-4.8%	Shares	Sole	2025-10-22
2025-06-30	$32,678,120	137,894	+460.7%	Shares	Sole	2025-08-08
2025-03-31	$5,453,719	24,594	+10.7%	Shares	Sole	2025-05-12
2024-12-31	$5,338,541	22,218	+11.0%	Shares	Sole	2025-02-03
2024-09-30	$4,748,232	20,017	+0.6%	Shares	Sole	2024-11-07
2024-06-30	$4,339,868	19,904	+2.6%	Shares	Sole	2024-07-30
2024-03-31	$4,435,788	19,405	+13.3%	Shares	Sole	2024-05-08
2023-12-31	$3,653,489	17,126	+26.7%	Shares	Sole	2024-01-31
2023-09-30	$2,555,848	13,518	+0.0%	Shares	Sole	2023-10-30
2023-06-30	$2,688,197	13,516	+5.3%	Shares	Sole	2023-07-26
2023-03-31	$2,433,002	12,835	+371.7%	Shares	Sole	2023-04-14
2022-12-31	$499,412	2,721	+9.1%	Shares	Sole	2023-01-20
2022-09-30	$426,249	2,494	+15.5%	Shares	Sole	2022-10-24
2022-06-30	$380,221	2,159	+49.1%	Shares	Sole	2022-07-12
2022-03-31	$307,728	1,448	-7.2%	Shares	Sole	2022-04-25
2021-12-31	$352,801	1,561	+4.6%	Shares	Sole	2022-02-02
2021-09-30	$326,474	1,493	+4.7%	Shares	Sole	2021-10-20
2021-06-30	$321,249	1,426	-97.7%	Shares	Sole	2021-07-22
2020-12-31	$12,100,919	62,158	+0.2%	Shares	Sole	2021-01-27
2020-09-30	$9,543,751	62,053	-17.9%	Shares	Sole	2020-10-16
2020-06-30	$11,013,226	75,578	-18.6%	Shares	Sole	2020-08-07
2020-03-31	$10,716,641	92,833	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.