Outlook Wealth Advisors, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1767151 SHENANDOAH, TX

Position in VB

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

Position Value

$718,184

-$4,333 QoQ

Shares Held

2,742

-2.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$718,184	2,742	-2.1%	Shares	Sole	2026-04-17
2025-12-31	$722,517	2,801	+7.6%	Shares	Sole	2026-02-11
2025-09-30	$662,145	2,604	+2.0%	Shares	Sole	2025-10-30
2025-06-30	$604,772	2,552	0.0%	Shares	Sole	2025-08-11
2025-03-31	$565,906	2,552	+0.6%	Shares	Sole	2025-04-14
2024-12-31	$609,350	2,536	+0.6%	Shares	Sole	2025-01-14
2024-09-30	$598,243	2,522	+1.4%	Shares	Sole	2024-10-23
2024-06-30	$542,483	2,488	0.0%	Shares	Sole	2024-07-18
2024-03-31	$568,731	2,488	-15.4%	Shares	Sole	2024-04-22
2023-12-31	$627,616	2,942	-0.2%	Shares	Sole	2024-01-29
2023-09-30	$557,567	2,949	-0.5%	Shares	Sole	2023-10-10
2023-06-30	$589,708	2,965	-49.7%	Shares	Sole	2023-07-10
2022-09-30	$1,007,856	5,897	-4.0%	Shares	Sole	2022-10-25
2022-06-30	$1,081,315	6,140	-14.7%	Shares	Sole	2022-07-28
2022-03-31	$1,530,144	7,200	+1.5%	Shares	Sole	2022-07-28
2021-12-31	$1,603,992	7,097	+8.0%	Shares	Sole	2022-01-21
2021-09-30	$1,436,443	6,569	-0.5%	Shares	Sole	2021-10-22
2021-06-30	$1,486,622	6,599	+9.0%	Shares	Sole	2021-07-21
2021-03-31	$1,295,826	6,053	+42.8%	Shares	Sole	2021-05-04
2020-12-31	$825,053	4,238	+29.7%	Shares	Sole	2021-02-04
2020-09-30	$502,464	3,267	-0.9%	Shares	Sole	2020-11-10
2020-06-30	$480,293	3,296	-16.3%	Shares	Sole	2020-07-17
2020-03-31	$454,602	3,938	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.