SOA Wealth Advisors, LLC.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1849444 NEW YORK, NY

Position in VB

as of Mar 31, 2026 · filed May 20, 2026 Compact

Position Value

$2,498,454

-$116,901 QoQ

Shares Held

9,539

-5.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,498,454	9,539	-5.9%	Shares	Sole	2026-05-20
2025-12-31	$2,615,355	10,139	-0.8%	Shares	Sole	2026-01-20
2025-09-30	$2,599,504	10,223	-7.0%	Shares	Sole	2025-10-21
2025-06-30	$2,604,173	10,989	-10.1%	Shares	Sole	2025-07-18
2025-03-31	$2,710,228	12,222	-0.9%	Shares	Sole	2025-04-14
2024-12-31	$2,964,094	12,336	-0.9%	Shares	Sole	2025-02-06
2024-09-30	$2,952,552	12,447	-3.8%	Shares	Sole	2024-11-20
2024-06-30	$2,822,527	12,945	-4.3%	Shares	Sole	2024-07-17
2024-03-31	$3,092,594	13,529	+0.9%	Shares	Sole	2024-04-10
2023-12-31	$2,861,395	13,413	-2.4%	Shares	Sole	2024-02-13
2023-09-30	$2,598,578	13,744	-0.7%	Shares	Sole	2023-10-10
2023-06-30	$2,751,444	13,834	-5.9%	Shares	Sole	2023-07-07
2023-03-31	$2,785,584	14,695	+0.1%	Shares	Sole	2023-04-28
2022-12-31	$2,694,734	14,682	-0.1%	Shares	Sole	2023-01-10
2022-09-30	$2,512,377	14,700	-0.7%	Shares	Sole	2022-10-07
2022-06-30	$2,607,308	14,805	-5.5%	Shares	Sole	2022-07-13
2022-03-31	$3,330,613	15,672	-0.7%	Shares	Sole	2022-04-07
2021-12-31	$3,567,341	15,784	-1.1%	Shares	Sole	2022-01-13
2021-09-30	$3,491,503	15,967	-0.8%	Shares	Sole	2021-10-12
2021-06-30	$3,627,683	16,103	-5.4%	Shares	Sole	2021-07-14
2021-03-31	$3,643,427	17,019	-1.3%	Shares	Sole	2021-04-26
2020-12-31	$3,355,893	17,238	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.