Fiduciary Alliance LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1954805
GREENVILLE, SC
Position in VB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,364,079
+$122,050 QoQ
Shares Held
5,208
+8.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,364,079 | 5,208 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,242,029 | 4,815 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,136,631 | 4,470 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $875,404 | 3,694 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $863,938 | 3,896 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $937,812 | 3,903 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $856,565 | 3,611 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $757,907 | 3,476 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $794,121 | 3,474 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $741,748 | 3,477 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $631,682 | 3,341 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $597,465 | 3,004 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $565,078 | 2,981 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $548,784 | 2,990 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||