Sharp Wealth Advisory, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1733194
HORSHAM, PA
Position in VB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$29,849,450
+$29,466,137 QoQ
Shares Held
113,964
+7569.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
31.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,849,450 | 113,964 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $383,313 | 1,486 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $238,514 | 938 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $248,829 | 1,050 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $382,518 | 1,725 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $212,647 | 885 | Shares | Sole | 2025-01-17 | |
| 2024-06-30 | $332,511 | 1,525 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $512,041 | 2,240 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $589,857 | 2,765 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||