High Net Worth Advisory Group LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1919142
NAPLES, FL
Position in VB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,619,713
-$8,209 QoQ
Shares Held
6,184
-2.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,619,713 | 6,184 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,627,922 | 6,311 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,462,110 | 5,750 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $944,839 | 3,987 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,328,504 | 5,991 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $985,868 | 4,103 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $826,914 | 3,486 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $263,610 | 1,209 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $212,360 | 929 | Shares | Sole | 2024-04-12 | |
| 2022-12-31 | $8,259 | 45 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,690 | 45 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $7,924 | 45 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $9,563 | 45 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $10,170 | 45 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||