Strategies Wealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1976435
GRAND RAPIDS, MI
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,691,705
+$231,753 QoQ
Shares Held
8,880
-5.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#227
of 556 holders
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,691,705 | 8,880 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,459,952 | 9,392 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,421,118 | 9,386 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,386,417 | 9,385 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,222,161 | 9,377 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,248,101 | 10,138 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,449,894 | 10,196 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,473,151 | 10,426 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,271,540 | 10,418 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,408,195 | 10,535 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,251,271 | 10,553 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $2,003,196 | 10,595 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,126,531 | 10,692 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,019,572 | 10,654 | Shares | Sole | 2023-06-27 | |
| 2022-12-31 | $1,990,307 | 10,844 | Shares | Sole | 2023-06-27 | |
| 2022-06-30 | $2,245,578 | 12,751 | Shares | Sole | 2023-06-27 | |
| 2022-03-31 | $2,717,068 | 12,785 | Shares | Sole | 2023-06-27 | |
| 2021-12-31 | $2,148,677 | 9,507 | Shares | Sole | 2023-06-26 | |
| No filing history on record for this holder in this stock. | ||||||