Alta Wealth Advisors LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1843826 Woburn, MA

Position in VB

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$496,862

+$9,079 QoQ

Shares Held

1,897

+0.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.36%

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	$496,862	1,897	+0.3%	Shares	Sole	2026-05-05
2025-12-31	$487,783	1,891	+2.4%	Shares	Sole	2026-02-03
2025-09-30	$469,400	1,846	+4.5%	Shares	Sole	2025-11-03
2025-06-30	$418,506	1,766	+5.1%	Shares	Sole	2025-07-22
2025-03-31	$372,540	1,680	+0.1%	Shares	Sole	2025-04-24
2024-12-31	$403,189	1,678	-1.4%	Shares	Sole	2025-01-23
2024-09-30	$403,494	1,701	+17.2%	Shares	Sole	2024-10-18
2024-06-30	$316,376	1,451	-2.4%	Shares	Sole	2024-07-24
2024-03-31	$339,913	1,487	-2.3%	Shares	Sole	2024-05-01
2023-12-31	$324,688	1,522	-74.3%	Shares	Sole	2024-02-12
2023-09-30	$1,118,727	5,917	-1.7%	Shares	Sole	2023-10-19
2023-06-30	$1,197,317	6,020	+0.2%	Shares	Sole	2023-07-17
2023-03-31	$1,138,876	6,008	+1.2%	Shares	Sole	2023-04-21
2022-12-31	$1,089,126	5,934	-0.4%	Shares	Sole	2023-01-20
2022-09-30	$1,017,939	5,956	-2.7%	Shares	Sole	2022-10-17
2022-06-30	$1,077,969	6,121	+3.9%	Shares	Sole	2022-07-28
2022-03-31	$1,252,380	5,893	-1.2%	Shares	Sole	2022-04-27
2021-12-31	$1,347,923	5,964	+0.2%	Shares	Sole	2022-02-14
2021-09-30	$1,301,742	5,953	+1.0%	Shares	Sole	2021-10-13
2021-06-30	$1,327,800	5,894	+0.8%	Shares	Sole	2021-08-02
2021-03-31	$1,251,511	5,846	+5.4%	Shares	Sole	2021-04-20
2020-12-31	$1,079,500	5,545	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.