Physician Wealth Advisors, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1795173
MIDVALE, UT
Position in VB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$489,528
+$7,420 QoQ
Shares Held
1,869
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $489,528 | 1,869 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $482,108 | 1,869 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $529,665 | 2,083 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $499,790 | 2,109 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $478,758 | 2,159 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $518,764 | 2,159 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $359,373 | 1,515 | Shares | Sole | 2024-10-16 | |
| 2021-09-30 | $194,616 | 890 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $252,088 | 1,119 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $251,115 | 1,173 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $228,359 | 1,173 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $227,470 | 1,479 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $220,328 | 1,512 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||