BEAM WEALTH ADVISORS, INC.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1803426
COVINGTON, LA
Position in VB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$2,952,886
-$388,598 QoQ
Shares Held
11,274
-13.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,952,886 | 11,274 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,341,484 | 12,954 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,422,100 | 13,458 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,974,154 | 16,770 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,952,472 | 17,824 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,960,054 | 16,481 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,914,439 | 16,502 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,831,467 | 12,986 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $201,159 | 880 | Shares | Sole | 2024-04-30 | |
| 2021-09-30 | $847,564 | 3,876 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $957,440 | 4,250 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $841,762 | 3,932 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $711,360 | 3,654 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $536,146 | 3,486 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $513,371 | 3,523 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $388,571 | 3,366 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||