Valeo Financial Advisors, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1722641 CARMEL, IN

Position in VB

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$4,154,313

-$164,543 QoQ

Shares Held

15,861

-5.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,154,313	15,861	-5.3%	Shares	Sole	2026-05-08
2025-12-31	$4,318,856	16,743	+0.4%	Shares	Sole	2026-02-04
2025-09-30	$4,239,610	16,673	+3.9%	Shares	Sole	2025-11-03
2025-06-30	$3,803,055	16,048	+3.4%	Shares	Sole	2025-09-12
2025-03-31	$3,442,668	15,525	+6.9%	Shares	Sole	2025-04-30
2024-12-31	$3,490,547	14,527	+11.8%	Shares	Sole	2025-01-30
2024-09-30	$3,083,018	12,997	-5.6%	Shares	Sole	2024-10-10
2024-06-30	$3,000,448	13,761	+54.0%	Shares	Sole	2024-07-10
2024-03-31	$2,042,451	8,935	+34.4%	Shares	Sole	2024-04-25
2023-12-31	$1,417,791	6,646	+5.7%	Shares	Sole	2024-01-29
2023-09-30	$1,188,683	6,287	+18.9%	Shares	Sole	2023-10-20
2023-06-30	$1,051,730	5,288	-0.5%	Shares	Sole	2023-07-14
2023-03-31	$1,007,890	5,317	-6.6%	Shares	Sole	2023-04-17
2022-12-31	$1,044,342	5,690	+3.4%	Shares	Sole	2023-02-09
2022-09-30	$940,688	5,504	-10.4%	Shares	Sole	2022-10-31
2022-06-30	$1,082,372	6,146	+10.0%	Shares	Sole	2022-08-03
2022-03-31	$1,187,561	5,588	+4.8%	Shares	Sole	2022-04-28
2021-12-31	$1,204,633	5,330	+7.4%	Shares	Sole	2022-01-07
2021-09-30	$1,085,040	4,962	+24.6%	Shares	Sole	2021-11-02
2021-06-30	$897,290	3,983	-0.0%	Shares	Sole	2021-07-22
2021-03-31	$852,894	3,984	-5.9%	Shares	Sole	2021-04-12
2020-12-31	$824,664	4,236	+5.9%	Shares	Sole	2021-02-11
2020-09-30	$615,200	4,000	-6.6%	Shares	Sole	2020-10-28
2020-06-30	$624,264	4,284	+12.9%	Shares	Sole	2020-07-20
2020-03-31	$437,979	3,794	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.