RTD Financial Advisors, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1810555
Philadelphia, PA
Position in VB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$5,804,409
+$152,725 QoQ
Shares Held
22,161
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
13.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,804,409 | 22,161 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,651,684 | 21,910 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $6,183,581 | 24,318 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5,669,272 | 23,923 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,878,407 | 17,490 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,798,826 | 15,810 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,703,322 | 15,612 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,403,604 | 15,610 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,580,176 | 15,662 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,589,490 | 16,826 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $3,382,462 | 17,890 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,651,222 | 18,358 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,461,365 | 18,260 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $3,408,888 | 18,573 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $3,243,017 | 18,975 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $3,463,731 | 19,668 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $4,194,294 | 19,736 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,442,000 | 19,654 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||