Wescott Financial Advisory Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1864880
Philadelphia, PA
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$701,945
-$22,120 QoQ
Shares Held
2,680
-4.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $701,945 | 2,680 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $724,065 | 2,807 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $694,947 | 2,733 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $655,723 | 2,767 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $619,791 | 2,795 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $686,239 | 2,856 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $772,830 | 3,258 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $816,123 | 3,743 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $872,070 | 3,815 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $814,493 | 3,818 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $729,621 | 3,859 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $845,083 | 4,249 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $866,857 | 4,573 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $845,935 | 4,609 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $784,305 | 4,589 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $806,407 | 4,579 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,178,423 | 5,545 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||