VERITY Wealth Advisors
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1763138
SAUSALITO, X1
Position in VB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$265,848
+$4,029 QoQ
Shares Held
1,015
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $265,848 | 1,015 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $261,819 | 1,015 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $258,094 | 1,015 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $240,534 | 1,015 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $225,076 | 1,015 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $243,884 | 1,015 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $240,768 | 1,015 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $221,310 | 1,015 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $232,018 | 1,015 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $216,529 | 1,015 | Shares | Sole | 2024-01-04 | |
| 2023-06-30 | $201,873 | 1,015 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||