Elevated Capital Advisors, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1802387 SANDY, UT

Position in VB

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$2,531,456

+$103,115 QoQ

Shares Held

9,665

+2.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,531,456	9,665	+2.7%	Shares	Sole	2026-04-30
2025-12-31	$2,428,341	9,414	-1.9%	Shares	Sole	2026-01-27
2025-09-30	$2,440,070	9,596	+2.8%	Shares	Sole	2025-11-13
2025-06-30	$2,212,445	9,336	0.0%	Shares	Sole	2025-07-15
2025-03-31	$2,070,258	9,336	-6.2%	Shares	Sole	2025-04-24
2024-12-31	$2,391,026	9,951	-22.9%	Shares	Sole	2025-01-13
2024-09-30	$3,062,143	12,909	-1.9%	Shares	Sole	2024-10-22
2024-06-30	$2,869,624	13,161	-4.1%	Shares	Sole	2024-08-01
2024-03-31	$3,135,797	13,718	+1.9%	Shares	Sole	2024-04-15
2023-12-31	$2,871,208	13,459	+2.0%	Shares	Sole	2024-01-09
2023-09-30	$2,495,724	13,200	+6.8%	Shares	Sole	2023-10-17
2023-06-30	$2,458,280	12,360	+6.3%	Shares	Sole	2023-08-18
2023-03-31	$2,204,582	11,630	+2.3%	Shares	Sole	2023-04-18
2022-12-31	$2,087,583	11,374	-3.7%	Shares	Sole	2023-01-17
2022-09-30	$2,017,934	11,807	-8.9%	Shares	Sole	2022-10-06
2022-03-31	$2,755,534	12,966	+1.4%	Shares	Sole	2022-04-20
2021-09-30	$2,797,007	12,791	+2.0%	Shares	Sole	2021-10-07
2021-03-31	$2,684,777	12,541	+51.8%	Shares	Sole	2021-04-21
2020-12-31	$1,608,251	8,261	-4.1%	Shares	Sole	2021-02-25
2020-09-30	$1,325,448	8,618	-3.6%	Shares	Sole	2020-11-27
2020-06-30	$1,302,153	8,936	—	Shares	Sole	2020-09-11
No filing history on record for this holder in this stock.