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Avion Wealth

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1792704 THE WOODLANDS, TX

Position in VB

as of Mar 31, 2026 · filed May 1, 2026
Position Value
$21,739
-$8,183 QoQ
Shares Held
83
-28.4% QoQ
Ownership
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2021
19 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
19 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $21,739 83
2025-12-31 $29,922 116
2025-09-30 $29,496 116
2025-06-30 $27,489 116
2025-03-31 $25,723 116
2024-12-31 $27,872 116
2024-09-30 $27,516 116
2024-06-30 $25,292 116
2024-03-31 $26,516 116
2023-12-31 $24,746 116
2023-09-30 $15,125 80
2023-06-30 $15,911 80
2023-03-31 $15,164 80
2022-12-31 $13 80
2022-09-30 $13,672 80
2022-06-30 $14,088 80
2022-03-31 $17,001 80
2021-12-31 $18,080 80
2021-09-30 $17,493 80