EARNED WEALTH ADVISORS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1905663
WALNUT CREEK, CA
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,290,592
+$3,269,261 QoQ
Shares Held
47,145
+12.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.24%
of 13F equity value
Holder Rank
#109
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 | $14,290,592 | 47,145 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,021,331 | 42,079 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,567,953 | 40,969 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $8,802,410 | 34,617 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,775,732 | 28,592 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,550,088 | 20,519 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $215,050 | 895 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $164,386 | 693 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||