Roberts Wealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1885319
PALO ALTO, CA
Position in VB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$13,413,970
+$723,346 QoQ
Shares Held
51,214
+4.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,413,970 | 51,214 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $12,690,624 | 49,198 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $12,296,217 | 48,357 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $11,451,821 | 48,324 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $10,534,233 | 47,505 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $12,802,358 | 53,281 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $11,993,812 | 50,562 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $10,775,100 | 49,418 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,903,057 | 47,697 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $28,400 | 45,515 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $8,054,003 | 42,598 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $8,211,372 | 41,286 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $7,858,588 | 41,457 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $7,504,216 | 40,886 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $7,654,887 | 44,789 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $7,673,641 | 43,573 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $9,108,607 | 42,860 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $9,310,707 | 41,196 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $8,556,775 | 39,131 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||