Clarity Wealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1767384
SAN JOSE, CA
Position in VB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$14,432,577
+$1,166,209 QoQ
Shares Held
55,103
+7.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,432,577 | 55,103 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $13,266,368 | 51,430 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $12,537,275 | 49,305 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $11,358,214 | 47,929 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,469,482 | 47,213 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $11,204,256 | 46,630 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $10,562,724 | 44,529 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $9,278,038 | 42,552 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $9,891,775 | 43,273 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $9,002,312 | 42,199 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $7,742,038 | 40,948 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $7,996,969 | 40,208 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $7,538,232 | 39,767 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,167,420 | 39,051 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $6,762,737 | 39,569 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $6,832,891 | 38,799 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $8,104,237 | 38,134 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $8,191,732 | 36,245 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $7,670,724 | 35,079 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $7,361,925 | 32,679 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,586,385 | 30,766 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $5,404,316 | 27,760 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,850,998 | 25,039 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,725,401 | 18,703 | Shares | Sole | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||