TrueWealth Advisors, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1817714 BIRMINGHAM, AL

Position in VB

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$358,568

+$3,887 QoQ

Shares Held

1,369

-0.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$358,568	1,369	-0.4%	Shares	Sole	2026-04-09
2025-12-31	$354,681	1,375	-4.4%	Shares	Sole	2026-01-07
2025-09-30	$365,908	1,439	-2.1%	Shares	Sole	2025-10-15
2025-06-30	$348,360	1,470	-8.1%	Shares	Sole	2025-07-03
2025-03-31	$354,800	1,600	-15.9%	Shares	Sole	2025-04-10
2024-12-31	$457,012	1,902	-5.3%	Shares	Sole	2025-01-15
2024-09-30	$476,554	2,009	-12.6%	Shares	Sole	2024-10-29
2024-06-30	$501,273	2,299	+2.0%	Shares	Sole	2024-07-24
2024-03-31	$515,013	2,253	-1.6%	Shares	Sole	2024-04-23
2023-12-31	$488,312	2,289	-0.5%	Shares	Sole	2024-02-08
2023-09-30	$434,861	2,300	-0.6%	Shares	Sole	2023-11-07
2023-06-30	$460,231	2,314	-13.9%	Shares	Sole	2023-07-31
2023-03-31	$509,347	2,687	-1.1%	Shares	Sole	2023-04-19
2022-12-31	$498,494	2,716	-3.8%	Shares	Sole	2023-01-23
2022-09-30	$482,649	2,824	-11.1%	Shares	Sole	2022-10-21
2022-06-30	$559,325	3,176	-71.9%	Shares	Sole	2022-07-27
2022-03-31	$2,404,451	11,314	0.0%	Shares	Sole	2022-05-05
2021-12-31	$2,557,077	11,314	+4.7%	Shares	Sole	2022-02-02
2021-09-30	$2,363,604	10,809	+17.7%	Shares	Sole	2021-10-25
2021-06-30	$2,068,070	9,180	+11.6%	Shares	Sole	2021-07-23
2021-03-31	$1,760,593	8,224	+86.9%	Shares	Sole	2021-04-22
2020-12-31	$856,786	4,401	—	Shares	Sole	2021-01-25
No filing history on record for this holder in this stock.