Alpha Financial Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1972138
CHARLOTTE, NC
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$354,044
+$48,122 QoQ
Shares Held
1,168
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#277
of 353 holders
Holding Since
Dec 2022
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,044 | 1,168 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $305,922 | 1,168 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $301,285 | 1,168 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $296,744 | 1,167 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $276,318 | 1,166 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $203,036 | 845 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $200,442 | 845 | Shares | Sole | 2024-10-18 | |
| 2024-03-31 | $448,722 | 1,963 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $252,582 | 1,184 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $256,946 | 1,359 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $235,485 | 1,184 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $224,439 | 1,184 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $347,808 | 1,895 | Shares | Sole | 2023-04-19 | |
| No filing history on record for this holder in this stock. | ||||||