Fi3 FINANCIAL ADVISORS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1862427
INDIANAPOLIS, IN
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,005,745
-$4,994,328 QoQ
Shares Held
6,617
-75.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#253
of 556 holders
Holding Since
Mar 2021
22 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
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,005,745 | 6,617 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,000,073 | 26,726 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $7,951,566 | 30,826 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,174,339 | 32,147 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,823,657 | 33,014 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,811,716 | 30,718 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,542,629 | 31,391 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,557,510 | 31,860 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,073,435 | 32,441 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,427,117 | 32,491 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $7,750,705 | 36,332 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,174,450 | 37,946 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $8,218,134 | 41,320 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $8,020,283 | 42,310 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $7,843,765 | 42,736 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,107,474 | 29,884 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,209,638 | 35,260 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,418,104 | 30,200 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,966,664 | 26,400 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $6,175,459 | 28,241 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $6,365,286 | 28,255 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,514,486 | 25,759 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||