TruWealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1834985
Metairie, LA
Position in VB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$394,189
+$6,233 QoQ
Shares Held
1,505
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $394,189 | 1,505 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $387,956 | 1,504 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $380,911 | 1,498 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $404,998 | 1,709 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $382,297 | 1,724 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $413,281 | 1,720 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $406,340 | 1,713 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $388,983 | 1,784 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $11,752,954 | 51,415 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $10,916,949 | 51,174 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $9,484,885 | 50,166 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $9,781,410 | 49,180 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,163,519 | 48,341 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $8,669,511 | 47,235 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $7,872,969 | 46,065 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $7,845,876 | 44,551 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||