BlueSky Wealth Advisors, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1704107 New Bern, NC

Position in VB

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$10,516,873

+$320,110 QoQ

Shares Held

40,153

+1.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

10.60%

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	$10,516,873	40,153	+1.6%	Shares	Sole	2026-04-16
2025-12-31	$10,196,763	39,530	-0.7%	Shares	Sole	2026-01-26
2025-09-30	$10,121,615	39,805	-3.9%	Shares	Sole	2025-10-14
2025-06-30	$9,811,682	41,403	+8.7%	Shares	Sole	2025-07-14
2025-03-31	$8,444,240	38,080	+1.2%	Shares	Sole	2025-04-21
2024-12-31	$9,043,898	37,639	-2.2%	Shares	Sole	2025-01-16
2024-09-30	$9,130,687	38,492	-0.9%	Shares	Sole	2024-10-11
2024-06-30	$8,466,275	38,829	-1.9%	Shares	Sole	2024-07-17
2023-12-31	$8,447,228	39,597	+19.6%	Shares	Sole	2024-02-12
2023-09-30	$6,261,431	33,117	-2.2%	Shares	Sole	2023-10-18
2023-06-30	$6,737,597	33,876	-4.0%	Shares	Sole	2023-07-27
2023-03-31	$6,688,435	35,284	-2.1%	Shares	Sole	2023-05-10
2022-12-31	$6,611,661	36,023	-7.3%	Shares	Sole	2023-02-01
2022-09-30	$6,643,955	38,874	+21.0%	Shares	Sole	2022-11-03
2022-06-30	$5,658,414	32,130	-9.9%	Shares	Sole	2022-08-02
2022-03-31	$7,574,425	35,641	+12.6%	Shares	Sole	2022-04-26
2021-12-31	$7,153,216	31,650	-12.8%	Shares	Sole	2022-01-25
2021-09-30	$7,934,003	36,283	+0.8%	Shares	Sole	2021-10-15
2021-06-30	$8,106,024	35,982	-1.7%	Shares	Sole	2021-07-27
2021-03-31	$7,837,468	36,610	-2.5%	Shares	Sole	2021-04-23
2020-12-31	$7,309,649	37,547	-3.0%	Shares	Sole	2021-02-03
2020-09-30	$5,955,289	38,721	-3.5%	Shares	Sole	2020-10-16
2020-06-30	$5,847,597	40,129	+34.1%	Shares	Sole	2020-07-14
2020-03-31	$3,455,696	29,935	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.