ELEVATUS WELATH MANAGEMENT
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1982776
VICTOR, NY
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,186,714
+$369,000 QoQ
Shares Held
3,915
+25.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#295
of 556 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,186,714 | 3,915 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $817,714 | 3,122 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $990,270 | 3,839 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $813,696 | 3,200 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $700,275 | 2,955 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $277,187 | 1,250 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,072,129 | 4,462 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,145,487 | 4,829 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $293,263 | 1,345 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $633,194 | 2,770 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $340,261 | 1,595 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||