Ascentis Independent Advisors
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1845003
DALLAS, TX
Position in VB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,182,568
+$1,173,080 QoQ
Shares Held
4,515
+11187.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,182,568 | 4,515 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $9,488 | 40 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||