PETREDIS INVESTMENT ADVISORS LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1964544
WARRENDALE, PA
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$10,271,192
+$99,450 QoQ
Shares Held
39,215
-0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.39%
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 | $10,271,192 | 39,215 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $10,171,742 | 39,433 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $10,160,520 | 39,958 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $9,648,166 | 40,713 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $19,502,912 | 87,950 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $20,847,413 | 86,763 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $10,907,390 | 45,982 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $9,899,888 | 45,404 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $10,391,015 | 45,457 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $9,560,810 | 44,817 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $8,725,769 | 46,151 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $9,319,786 | 46,859 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $8,952,918 | 47,230 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $7,626,087 | 41,550 | Shares | Sole | 2024-05-20 | |
| No filing history on record for this holder in this stock. | ||||||