Soltis Investment Advisors LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1802530 ST. GEORGE, UT

Position in VB

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$2,738,373

+$220,266 QoQ

Shares Held

10,455

+7.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 27% Shared 0% None 73%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,738,373	10,455	+7.1%	Shares	Sole	2026-04-27
2025-12-31	$2,518,107	9,762	+1.5%	Shares	Sole	2026-04-02
2025-09-30	$2,445,410	9,617	+3.6%	Shares	Sole	2025-11-12
2025-06-30	$2,200,596	9,286	+7.9%	Shares	Sole	2025-08-06
2025-03-31	$1,908,158	8,605	+10.1%	Shares	Sole	2025-05-13
2024-12-31	$1,878,509	7,818	+0.2%	Shares	Sole	2025-01-29
2024-09-30	$1,850,949	7,803	+0.1%	Shares	Sole	2025-01-03
2024-06-30	$1,699,839	7,796	+8.7%	Shares	Sole	2024-08-12
2024-03-31	$1,639,218	7,171	+10.7%	Shares	Sole	2024-05-29
2023-12-31	$1,381,525	6,476	-10.3%	Shares	Sole	2024-01-26
2023-09-30	$1,365,652	7,223	+5.0%	Shares	Sole	2023-11-08
2023-06-30	$1,367,766	6,877	+6.1%	Shares	Sole	2023-08-09
2023-03-31	$1,229,107	6,484	+117.7%	Shares	Sole	2023-05-03
2022-12-31	$546,582	2,978	-11.1%	Shares	Sole	2023-02-09
2022-09-30	$572,206	3,348	+5.4%	Shares	Sole	2022-11-14
2022-06-30	$559,325	3,176	-4.1%	Shares	Sole	2022-08-11
2022-03-31	$703,866	3,312	+7.4%	Shares	Sole	2022-05-06
2021-12-31	$696,788	3,083	+4.8%	Shares	Sole	2022-02-09
2021-09-30	$643,108	2,941	+7.0%	Shares	Sole	2021-11-09
2021-06-30	$619,294	2,749	-4.0%	Shares	Sole	2021-08-04
2021-03-31	$613,125	2,864	+4.2%	Shares	Sole	2021-05-11
2020-12-31	$535,175	2,749	+8.8%	Shares	Sole	2021-02-10
2020-09-30	$388,498	2,526	0.0%	Shares	Sole	2020-10-28
2020-06-30	$368,088	2,526	+1.4%	Shares	Sole	2020-08-12
2020-03-31	$287,561	2,491	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.