DELTA FINANCIAL ADVISORS LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1790295 Metairie, LA

Position in VB

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$1,351,245

+$113,859 QoQ

Shares Held

5,159

+7.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98% Shared 0% None 2%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,351,245	5,159	+7.5%	Shares	Sole	2026-05-05
2025-12-31	$1,237,386	4,797	-1.8%	Shares	Sole	2026-02-06
2025-09-30	$1,242,157	4,885	+1.2%	Shares	Sole	2025-10-30
2025-06-30	$1,144,376	4,829	-0.8%	Shares	Sole	2025-08-07
2025-03-31	$1,079,700	4,869	-4.7%	Shares	Sole	2025-05-13
2024-12-31	$1,228,071	5,111	+4.2%	Shares	Sole	2025-02-04
2024-09-30	$1,163,515	4,905	+0.2%	Shares	Sole	2024-11-04
2024-06-30	$1,067,741	4,897	0.0%	Shares	Sole	2024-08-06
2024-03-31	$1,119,405	4,897	+0.1%	Shares	Sole	2024-05-07
2023-12-31	$1,043,397	4,891	-2.1%	Shares	Sole	2024-01-31
2023-09-30	$944,782	4,997	+0.2%	Shares	Sole	2023-11-03
2023-06-30	$992,262	4,989	+0.1%	Shares	Sole	2023-08-03
2023-03-31	$944,387	4,982	+0.2%	Shares	Sole	2023-05-04
2022-12-31	$912,927	4,974	+0.2%	Shares	Sole	2023-02-01
2022-09-30	$848,397	4,964	+0.2%	Shares	Sole	2022-10-27
2022-06-30	$872,801	4,956	+0.1%	Shares	Sole	2022-08-01
2022-03-31	$1,051,974	4,950	+0.1%	Shares	Sole	2022-05-06
2021-12-31	$1,117,619	4,945	+0.2%	Shares	Sole	2022-02-04
2021-09-30	$1,079,355	4,936	+1.2%	Shares	Sole	2021-10-26
2021-06-30	$1,098,690	4,877	+0.9%	Shares	Sole	2021-08-04
2021-03-31	$1,034,434	4,832	+0.1%	Shares	Sole	2021-04-29
2020-12-31	$939,720	4,827	+0.3%	Shares	Sole	2021-01-28
2020-09-30	$740,085	4,812	-0.2%	Shares	Sole	2020-10-20
2020-06-30	$702,661	4,822	-8.8%	Shares	Sole	2020-08-04
2020-03-31	$610,100	5,285	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.