Elwood & Goetz Wealth Advisory Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1752758
ATHENS, GA
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,698,973
+$586,316 QoQ
Shares Held
12,203
+2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
#134
of 378 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,698,973 | 12,203 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,112,657 | 11,884 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,123,516 | 12,109 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,080,602 | 12,115 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,824,090 | 11,917 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,133,456 | 9,621 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,326,871 | 9,684 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,281,960 | 9,620 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,108,882 | 9,672 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,383,507 | 10,427 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,246,364 | 10,530 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,977,294 | 10,458 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,990,292 | 10,007 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,896,926 | 10,007 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,846,412 | 10,060 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,737,129 | 10,164 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,792,095 | 10,176 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,277,576 | 10,717 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $2,369,714 | 10,485 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,283,352 | 10,442 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $2,369,495 | 10,518 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,462,776 | 11,504 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,306,763 | 11,849 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,867,439 | 12,142 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,666,745 | 11,438 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $241,385 | 2,091 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||