Financial Advisors Network, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1697856
TUSTIN, CA
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,204,295
+$278,146 QoQ
Shares Held
3,973
+12.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#291
of 556 holders
Holding Since
Sep 2023
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,204,295 | 3,973 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $926,149 | 3,536 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,266,018 | 4,908 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,173,247 | 4,614 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,044,607 | 4,408 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $903,409 | 4,074 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,006,532 | 4,189 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $4,888,883 | 22,917 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,517,071 | 23,891 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||