Skip to main content

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
2026-03-31 $14,432,577 55,103
2025-12-31 $13,266,368 51,430
2025-09-30 $12,537,275 49,305
2025-06-30 $11,358,214 47,929
2025-03-31 $10,469,482 47,213
2024-12-31 $11,204,256 46,630
2024-09-30 $10,562,724 44,529
2024-06-30 $9,278,038 42,552
2024-03-31 $9,891,775 43,273
2023-12-31 $9,002,312 42,199
2023-09-30 $7,742,038 40,948
2023-06-30 $7,996,969 40,208
2023-03-31 $7,538,232 39,767
2022-12-31 $7,167,420 39,051
2022-09-30 $6,762,737 39,569
2022-06-30 $6,832,891 38,799
2022-03-31 $8,104,237 38,134
2021-12-31 $8,191,732 36,245
2021-09-30 $7,670,724 35,079
2021-06-30 $7,361,925 32,679
2021-03-31 $6,586,385 30,766
2020-12-31 $5,404,316 27,760
2020-09-30 $3,850,998 25,039
2020-06-30 $2,725,401 18,703