Pinion Investment Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1738738
WICHITA, KS
Position in VB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$203,773
-$13,162 QoQ
Shares Held
778
-7.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,773 | 778 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $216,935 | 841 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $209,272 | 823 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $204,750 | 864 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $8,021,584 | 36,174 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,786,137 | 19,919 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,213,561 | 17,763 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,589,374 | 16,462 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,697,687 | 29,300 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,292,077 | 24,807 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,114,352 | 21,761 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,632,526 | 18,264 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,407,791 | 12,702 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,479,883 | 8,063 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,247,472 | 7,299 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,209,699 | 6,869 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,314,436 | 6,185 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,432,451 | 6,338 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,090,507 | 4,987 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,057,464 | 4,694 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $913,265 | 4,266 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $853,866 | 4,386 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $498,465 | 3,241 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $472,278 | 3,241 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $228,686 | 1,981 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||