HHM Wealth Advisors, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1750086 CHATTANOOGA, TN

Position in VB

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$430,858

-$76,013 QoQ

Shares Held

1,645

-16.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.25%

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%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$430,858	1,645	-16.3%	Shares	Sole	2026-04-17
2025-12-31	$506,871	1,965	-28.4%	Shares	Sole	2026-01-22
2025-09-30	$697,998	2,745	+0.7%	Shares	Sole	2025-10-29
2025-06-30	$645,770	2,725	+7.9%	Shares	Sole	2025-08-11
2025-03-31	$559,918	2,525	-7.3%	Shares	Sole	2025-05-08
2024-12-31	$654,763	2,725	0.0%	Shares	Sole	2025-01-24
2024-09-30	$646,397	2,725	-1.2%	Shares	Sole	2024-11-12
2024-06-30	$601,354	2,758	+1.0%	Shares	Sole	2024-08-07
2024-03-31	$624,050	2,730	0.0%	Shares	Sole	2024-05-14
2023-12-31	$582,390	2,730	+25.0%	Shares	Sole	2024-02-05
2023-09-30	$412,928	2,184	0.0%	Shares	Sole	2023-11-03
2023-06-30	$434,375	2,184	0.0%	Shares	Sole	2023-08-14
2023-03-31	$413,999	2,184	+3.6%	Shares	Sole	2023-05-02
2022-12-31	$387,085	2,109	+5925.7%	Shares	Sole	2023-01-19
2022-09-30	$5,981	35	-91.5%	Shares	Sole	2022-11-04
2022-06-30	$72,557	412	0.0%	Shares	Sole	2022-08-08
2022-03-31	$87,558	412	0.0%	Shares	Sole	2022-04-27
2021-12-31	$93,116	412	0.0%	Shares	Sole	2022-02-03
2021-09-30	$90,092	412	0.0%	Shares	Sole	2021-11-02
2021-06-30	$92,815	412	0.0%	Shares	Sole	2021-07-27
2021-03-31	$88,200	412	0.0%	Shares	Sole	2021-04-23
2020-12-31	$80,208	412	0.0%	Shares	Sole	2021-01-28
2020-09-30	$63,365	412	-25.2%	Shares	Sole	2020-11-12
2020-06-30	$80,291	551	0.0%	Shares	Sole	2020-08-13
2020-03-31	$63,607	551	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.