Waterford Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1960657
ORCHARD PARK, NY
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$957,055
-$4,840 QoQ
Shares Held
3,654
-2.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
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 | $957,055 | 3,654 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $961,895 | 3,729 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $948,210 | 3,729 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $878,959 | 382,721 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $809,165 | 3,649 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $880,626 | 3,665 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $900,686 | 3,797 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $827,897 | 3,797 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $867,956 | 3,797 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $810,014 | 3,797 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $723,003 | 3,824 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $760,555 | 3,824 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $729,995 | 3,851 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $684,237 | 3,728 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||