Blue Zone Wealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1803106
LOS ANGELES, CA
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$338,924
-$23,753 QoQ
Shares Held
1,294
-8.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $338,924 | 1,294 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $362,677 | 1,406 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $246,651 | 970 | Shares | Sole | 2025-10-15 | |
| 2021-12-31 | $426,706 | 1,888 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $323,194 | 1,478 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||