MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1767601
INDIANAPOLIS, IN
Position in VB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,968,328
-$13,501 QoQ
Shares Held
7,515
-2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,968,328 | 7,515 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,981,829 | 7,683 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,236,901 | 8,797 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,138,744 | 9,025 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,996,637 | 9,004 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $2,169,488 | 9,029 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,146,987 | 9,051 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,010,982 | 9,223 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,113,085 | 9,244 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $2,072,074 | 9,713 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,184,325 | 11,553 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,124,760 | 15,711 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $3,044,523 | 16,061 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $4,370,270 | 23,811 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,925,124 | 17,115 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,868,831 | 16,290 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $3,241,780 | 15,254 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $3,160,749 | 13,985 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $3,366,205 | 15,394 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $3,491,840 | 15,500 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,841,451 | 17,944 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $3,857,584 | 19,815 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $3,069,232 | 19,956 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $3,280,740 | 22,514 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $2,323,922 | 20,131 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||