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EVOKE WEALTH, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1793432 Los Angeles, CA

Position in VB

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$2,580,435
+$472,984 QoQ
Shares Held
9,852
+20.6% QoQ
Ownership
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
18 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
18 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,580,435 9,852
2025-12-31 $2,107,451 8,170
2025-09-30 $2,725,881 10,720
2025-06-30 $1,593,690 6,725
2025-03-31 $1,182,371 5,332
2024-12-31 $424,815 1,768
2024-09-30 $284,177 1,198
2022-09-30 $246,110 1,440
2022-06-30 $330,382 1,876
2022-03-31 $350,232 1,648
2021-12-31 $372,464 1,648
2021-09-30 $360,368 1,648
2021-06-30 $371,261 1,648
2021-03-31 $308,275 1,440
2020-12-31 $287,153 1,475
2020-09-30 $226,855 1,475
2020-06-30 $214,937 1,475
2020-03-31 $166,233 1,440