Aletheian Wealth Advisors LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1922281
Bellevue, WA
Position in VB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$265,586
+$11,306 QoQ
Shares Held
1,014
+1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $265,586 | 1,014 | Shares | Sole | 2026-04-09 | |
| 2025-09-30 | $254,280 | 1,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $236,980 | 1,000 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $221,750 | 1,000 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $240,280 | 1,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $242,191 | 1,021 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $242,460 | 1,112 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $254,192 | 1,112 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $241,276 | 1,131 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $213,838 | 1,131 | Shares | Sole | 2023-10-05 | |
| 2022-03-31 | $229,734 | 1,081 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $308,051 | 1,363 | Shares | Sole | 2022-04-12 | |
| No filing history on record for this holder in this stock. | ||||||