EverSource Wealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1710537
BIRMINGHAM, AL
Position in VB
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$28,817,482
+$13,955,953 QoQ
Shares Held
110,024
+91.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,817,482 | 110,024 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $14,861,529 | 57,614 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $14,440,814 | 56,791 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,683,935 | 57,743 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,461,906 | 56,198 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,807,208 | 57,463 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,570,783 | 57,210 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $12,174,698 | 55,837 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,391,030 | 58,581 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $10,042,934 | 47,077 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $8,612,326 | 45,551 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $8,136,588 | 40,910 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,410,965 | 44,371 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,652,331 | 41,693 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,668,577 | 27,316 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,665,904 | 20,816 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,148,814 | 19,522 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $3,302,005 | 14,610 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||