Realta Investment Advisors
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1776792
WILMINGTON, DE
Position in VB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$101,363
+$1,795 QoQ
Shares Held
387
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,363 | 387 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $99,568 | 386 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $85,183 | 335 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $78,677 | 332 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $6,874 | 31 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $53,101 | 221 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $43,172 | 182 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $429,320 | 1,969 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $543,129 | 2,376 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $381,860 | 1,790 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $646,619 | 3,420 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $665,287 | 3,345 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $597,872 | 3,154 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $227,956 | 1,242 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $183,728 | 1,075 | Shares | Sole | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||