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ADVOCATE GROUP LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1853401 MINNETONKA, MN

Position in VB

as of Mar 31, 2026 · filed Apr 13, 2026
Position Value
$2,122,075
+$187,193 QoQ
Shares Held
8,102
+8.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.38%
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

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16 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,122,075 8,102
2025-12-31 $1,934,882 7,501
2025-09-30 $1,883,706 7,408
2025-06-30 $1,258,126 5,309
2025-03-31 $1,129,151 5,092
2024-12-31 $1,162,234 4,837
2024-09-30 $1,079,779 4,552
2024-06-30 $932,339 4,276
2024-03-31 $928,761 4,063
2023-12-31 $808,307 3,789
2023-09-30 $691,807 3,659
2023-06-30 $556,494 2,798
2023-03-31 $536,454 2,830
2022-12-31 $517,399 2,819
2022-09-30 $434,111 2,540
2022-06-30 $432,878 2,458