Paladin Advisory Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1899703
CLIVE, IA
Position in VB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$110,268
-$9,678 QoQ
Shares Held
421
-9.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
Derivatives in VB
reported options exposure · as of Dec 31, 2022CallValue
$73,048
CallShares
398
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
All Filings in VB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $110,268 | 421 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $119,946 | 465 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $146,465 | 576 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $74,885 | 316 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $62,311 | 281 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $85,299 | 355 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $84,209 | 355 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $77,404 | 355 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $81,149 | 355 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $75,732 | 355 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $67,119 | 355 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $79,158 | 398 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $75,444 | 398 | Shares | Other | 2023-04-21 | |
| 2022-12-31 | $73,048 | 398 | Call | Other | 2023-01-11 | |
| 2022-09-30 | $68,022 | 398 | Call | Other | 2022-10-07 | |
| 2022-06-30 | $70,091 | 398 | Call | Other | 2022-07-06 | |
| 2022-03-31 | $72,469 | 341 | Shares | Other | 2022-04-15 | |
| 2021-12-31 | $87,239 | 386 | Call | Other | 2022-01-11 | |
| No filing history on record for this holder in this stock. | ||||||