ELEVATION POINT WEALTH PARTNERS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1744349
DENVER, CO
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,850,216
+$1,690,141 QoQ
Shares Held
19,300
+21.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#169
of 556 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,850,216 | 19,300 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,160,075 | 15,883 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,418,023 | 9,374 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $201,135 | 791 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,583 | 32 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||