Evolution Wealth Advisors, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1763121 AVENTURA, FL

Position in VB

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$9,650,966

+$306,986 QoQ

Shares Held

36,847

+1.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.65%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 6% Shared 0% None 94%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,650,966	36,847	+1.7%	Shares	Sole	2026-05-08
2025-12-31	$9,343,980	36,224	-0.1%	Shares	Sole	2026-01-12
2025-09-30	$9,217,904	36,251	+0.1%	Shares	Sole	2025-10-28
2025-06-30	$8,578,912	36,201	-10.5%	Shares	Sole	2025-08-08
2025-03-31	$8,964,909	40,428	-1.5%	Shares	Sole	2025-05-09
2024-12-31	$9,866,617	41,063	-3.4%	Shares	Sole	2025-01-17
2024-09-30	$10,085,457	42,517	+0.3%	Shares	Sole	2024-11-06
2024-06-30	$9,244,241	42,397	-0.0%	Shares	Sole	2024-07-18
2024-03-31	$9,696,102	42,417	-0.4%	Shares	Sole	2024-04-19
2023-12-31	$9,084,018	42,582	+0.1%	Shares	Sole	2024-01-31
2023-09-30	$8,041,714	42,533	+0.2%	Shares	Sole	2023-11-07
2023-06-30	$8,442,681	42,449	-0.3%	Shares	Sole	2023-07-17
2023-03-31	$8,068,431	42,564	-0.2%	Shares	Sole	2023-05-02
2022-12-31	$7,829,449	42,658	+0.3%	Shares	Sole	2023-02-07
2022-09-30	$7,270,169	42,538	-21.7%	Shares	Sole	2022-11-02
2022-06-30	$9,565,766	54,317	+0.1%	Shares	Sole	2022-08-02
2022-03-31	$11,529,635	54,252	-56.5%	Shares	Sole	2022-04-29
2021-12-31	$28,180,282	124,686	+12.3%	Shares	Sole	2022-01-28
2021-09-30	$24,283,740	111,052	-21.8%	Shares	Sole	2021-11-09
2021-06-30	$31,996,743	142,031	-1.6%	Shares	Sole	2021-07-22
2021-03-31	$30,901,591	144,346	+4.3%	Shares	Sole	2021-04-20
2020-12-31	$26,952,277	138,444	+83.3%	Shares	Sole	2021-02-02
2020-09-30	$11,617,898	75,539	—	Shares	Sole	2020-10-15
No filing history on record for this holder in this stock.