ELEVATION WEALTH PARTNERS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1976256
WALNUT CREEK, CA
Position in VB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$522,792
+$8,182 QoQ
Shares Held
1,996
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $522,792 | 1,996 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $514,610 | 1,995 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $550,770 | 2,166 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $526,095 | 2,220 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $498,937 | 2,250 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $576,672 | 2,400 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $574,048 | 2,420 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $527,220 | 2,418 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $564,160 | 2,468 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $564,257 | 2,645 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $500,090 | 2,645 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $532,627 | 2,678 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $534,369 | 2,819 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||