Geometric Wealth Advisors
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1900576
WASHINGTON, DC
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,193,686
+$162,246 QoQ
Shares Held
3,938
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.22%
of 13F equity value
Holder Rank
#293
of 556 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,193,686 | 3,938 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,031,440 | 3,938 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $989,754 | 3,837 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $975,672 | 3,837 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $909,292 | 3,837 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $845,311 | 3,812 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $917,389 | 3,818 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $834,504 | 3,518 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $812,417 | 3,726 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $255,106 | 1,116 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $238,076 | 1,116 | Shares | Sole | 2024-01-19 | |
| No filing history on record for this holder in this stock. | ||||||