FINANCIAL ADVISORY PARTNERS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1994252
WINTER PARK, FL
Position in VB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$4,354,420
+$356,711 QoQ
Shares Held
16,625
+7.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.99%
of 13F equity value
Holder Rank
—
not a current holder
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,354,420 | 16,625 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,997,709 | 15,498 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,894,552 | 15,316 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,508,014 | 14,803 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,203,178 | 14,445 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,892,295 | 16,199 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,752,424 | 15,819 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,363,921 | 15,428 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,261,064 | 14,266 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $3,558,131 | 16,679 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,961,025 | 15,661 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,068,276 | 15,427 | Shares | Sole | 2023-10-04 | |
| 2023-03-31 | $2,946,520 | 15,544 | Shares | Sole | 2023-10-04 | |
| 2022-12-31 | $2,880,660 | 15,695 | Shares | Sole | 2023-10-04 | |
| 2022-09-30 | $2,741,396 | 16,040 | Shares | Sole | 2023-10-04 | |
| 2022-06-30 | $2,812,476 | 15,970 | Shares | Sole | 2023-10-04 | |
| 2022-03-31 | $3,304,686 | 15,550 | Shares | Sole | 2023-10-04 | |
| 2021-12-31 | $3,004,124 | 13,292 | Shares | Sole | 2023-10-04 | |
| No filing history on record for this holder in this stock. | ||||||