Lifeworks Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1882132
GRAND RAPIDS, MI
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$481,354
+$22,994 QoQ
Shares Held
1,588
-9.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#404
of 556 holders
Holding Since
Sep 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,354 | 1,588 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $458,360 | 1,750 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $440,836 | 1,709 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $412,187 | 1,621 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $357,602 | 1,509 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $329,964 | 1,488 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $448,843 | 1,868 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $649,006 | 2,736 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||