Sterling Investment Advisors, Ltd.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1701132
BERWYN, PA
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$251,181
+$10,514 QoQ
Shares Held
959
+2.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $251,181 | 959 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $240,667 | 933 | Shares | Sole | 2026-02-09 | |
| 2022-06-30 | $23,070 | 131 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $27,840 | 131 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $29,607 | 131 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $28,645 | 131 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $19,374 | 86 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||