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Visionary Wealth Advisors

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1802984 O'FALLON, IL

Position in VB

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$10,870,792
+$1,495,890 QoQ
Shares Held
35,863
+0.2% QoQ
Ownership
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#117
of 556 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,870,792 35,863
2026-03-31 $9,374,902 35,793
2025-12-31 $9,276,655 35,963
2025-09-30 $8,975,829 35,299
2025-06-30 $8,154,481 34,410
2025-03-31 $6,667,357 30,067
2024-12-31 $6,060,582 25,223
2024-09-30 $5,309,945 22,385
2024-06-30 $5,640,040 25,867
2024-03-31 $6,357,087 27,810
2023-12-31 $6,714,348 31,474
2023-09-30 $6,064,231 32,074
2023-06-30 $6,831,274 34,347
2023-03-31 $5,842,618 30,822
2022-12-31 $5,607,881 30,554
2022-09-30 $11,380,384 66,587
2022-06-30 $25,500,199 144,797
2022-03-31 $28,178,664 132,593
2021-12-31 $19,183,728 84,880
2021-09-30 $17,523,339 80,136
2021-06-30 $17,518,899 77,765
2021-03-31 $12,156,960 56,787
2020-12-31 $12,826,881 65,887
2020-09-30 $8,229,684 53,509
2020-06-30 $7,582,248 52,033
2020-03-31 $3,726,749 32,283