Arkadios Wealth Advisors

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1800798 ATLANTA, GA

Position in VB

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$4,946,883

+$346,346 QoQ

Shares Held

18,887

+5.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,946,883	18,887	+5.9%	Shares	Sole	2026-05-18
2025-12-31	$4,600,537	17,835	+91.3%	Shares	Sole	2026-02-13
2025-09-30	$2,370,398	9,322	+26.3%	Shares	Sole	2025-10-29
2025-06-30	$1,748,437	7,378	+17.0%	Shares	Sole	2025-08-04
2025-03-31	$1,398,355	6,306	+172.3%	Shares	Sole	2025-05-08
2024-12-31	$556,488	2,316	-12.7%	Shares	Sole	2025-01-15
2024-09-30	$629,555	2,654	+29.4%	Shares	Sole	2024-10-24
2024-06-30	$447,200	2,051	-95.9%	Shares	Sole	2024-07-29
2024-03-31	$11,394,754	49,848	-3.4%	Shares	Sole	2024-04-30
2023-12-31	$11,010,174	51,611	-1.1%	Shares	Sole	2024-01-24
2023-09-30	$9,868,886	52,197	+0.3%	Shares	Sole	2023-10-13
2023-06-30	$10,352,423	52,051	+3.6%	Shares	Sole	2023-07-26
2023-03-31	$9,521,219	50,228	+1.5%	Shares	Sole	2023-05-02
2022-12-31	$9,079,907	49,471	+1.6%	Shares	Sole	2023-01-11
2022-09-30	$8,319,386	48,677	+8.9%	Shares	Sole	2022-10-21
2022-06-30	$7,872,469	44,702	-1.7%	Shares	Sole	2022-07-14
2022-03-31	$9,667,534	45,490	+3.6%	Shares	Sole	2022-05-02
2021-12-31	$9,927,263	43,924	+14.1%	Shares	Sole	2022-02-03
2021-09-30	$8,419,888	38,505	+2.4%	Shares	Sole	2021-10-19
2021-06-30	$8,468,725	37,592	+4.0%	Shares	Sole	2021-07-28
2021-03-31	$7,740,276	36,156	+0.6%	Shares	Sole	2021-04-26
2020-12-31	$6,999,330	35,953	+2216.6%	Shares	Sole	2021-02-09
2020-09-30	$238,697	1,552	+51.9%	Shares	Sole	2020-11-10
2020-06-30	$148,925	1,022	-8.0%	Shares	Sole	2020-08-10
2020-03-31	$128,253	1,111	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.