WEALTH ALLIANCE, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1793904 MELLVILLE, NY

Position in VB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,137,588

-$29,297 QoQ

Shares Held

13,650

-14.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#189

of 556 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,137,588	13,650	-14.2%	Shares	Defined	2026-08-11
2026-03-31	$4,166,885	15,909	-9.3%	Shares	Defined	2026-05-14
2025-12-31	$4,524,443	17,540	-2.3%	Shares	Defined	2026-02-13
2025-09-30	$4,565,343	17,954	-6.1%	Shares	Defined	2025-11-07
2025-06-30	$4,529,398	19,113	+7.5%	Shares	Defined	2025-08-08
2025-03-31	$3,941,606	17,775	+1.7%	Shares	Sole	2025-05-05
2024-12-31	$4,198,172	17,472	+2.3%	Shares	Sole	2025-02-03
2024-09-30	$4,051,784	17,081	+1.5%	Shares	Defined	2024-11-04
2024-06-30	$3,669,177	16,828	+3.5%	Shares	Defined	2024-08-09
2024-03-31	$3,715,730	16,255	-2.0%	Shares	Defined	2024-05-10
2023-12-31	$3,539,144	16,590	-0.7%	Shares	Defined	2024-01-30
2023-09-30	$3,159,737	16,712	-1.6%	Shares	Defined	2023-11-09
2023-06-30	$3,379,538	16,992	-3.1%	Shares	Defined	2023-08-02
2023-03-31	$3,324,882	17,540	-2.5%	Shares	Defined	2023-05-11
2022-12-31	$3,300,416	17,982	+0.3%	Shares	Defined	2023-02-13
2022-09-30	$3,063,560	17,925	-0.8%	Shares	Sole	2022-11-14
2022-06-30	$3,183,539	18,077	-0.8%	Shares	Sole	2022-10-11
2022-03-31	$3,870,838	18,214	-3.0%	Shares	Defined	2022-05-10
2021-12-31	$4,241,981	18,769	-1.0%	Shares	Sole	2022-02-14
2021-09-30	$4,145,982	18,960	+0.6%	Shares	Sole	2021-11-12
2021-06-30	$4,246,978	18,852	-0.8%	Shares	Defined	2021-08-16
2021-03-31	$4,068,162	19,003	-13.5%	Shares	Sole	2021-05-18
2020-12-31	$4,277,119	21,970	-2.2%	Shares	Defined	2021-02-11
2020-09-30	$3,453,886	22,457	+2.6%	Shares	Defined	2020-12-01
2020-06-30	$3,189,227	21,886	+21.6%	Shares	Defined	2020-08-14
2020-03-31	$2,077,342	17,995	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.