Sterling Wealth Advisors Inc
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1943937
PLANTATION, FL
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$825,309
-$30,053 QoQ
Shares Held
3,151
-5.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
21.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $825,309 | 3,151 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $855,362 | 3,316 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $843,192 | 3,316 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $785,825 | 3,316 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $735,323 | 3,316 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $794,846 | 3,308 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||