Amplius Wealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1900584
BLUE BELL, PA
Position in VB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$763,758
+$13,382 QoQ
Shares Held
2,916
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $763,758 | 2,916 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $750,376 | 2,909 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $738,683 | 2,905 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $934,649 | 3,944 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $654,384 | 2,951 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $322,455 | 1,342 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $231,991 | 978 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $212,807 | 976 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $223,103 | 976 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $221,649 | 1,039 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $147,810 | 654 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||